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 4-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 | $41,063 | $88,751-53.7% | $81,812-49.8% | $145,922-71.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 47.95% | 1025.40%-977.5pp | 773.79%-725.8pp | 561.29%-513.3pp |
| Employer contribution / active EE | $2,302 | $3,083-25.3% | $2,912-20.9% | $4,660-50.6% |
| Participant deferral / active EE | $8,590 | $4,643+85.0% | $4,319+98.9% | $6,688+28.4% |
| Admin fee / account holder | $1,580 | $8,415-81.2% | $7,386-78.6% | $13,397-88.2% |