See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,238 | $105,998-83.7% | $92,233-81.3% | $147,584-88.3% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 25.28% | 50.05%-24.8pp | 176.28%-151.0pp | 578.55%-553.3pp |
| Employer contribution / active EE | $7,126 | $4,333+64.5% | $3,679+93.7% | $4,876+46.1% |
| Participant deferral / active EE | $1,617 | $4,478-63.9% | $3,897-58.5% | $5,439-70.3% |
| Admin fee / account holder | $2,825 | $6,332-55.4% | $5,194-45.6% | $10,885-74.1% |