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 | $29,431 | $105,998-72.2% | $92,233-68.1% | $147,584-80.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,248 | $4,333+21.1% | $3,679+42.6% | $4,876+7.6% |
| Participant deferral / active EE | $3,189 | $4,478-28.8% | $3,897-18.2% | $5,439-41.4% |
| Admin fee / account holder | $439 | $6,332-93.1% | $5,194-91.5% | $10,885-96.0% |