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 | $52,832 | $105,998-50.2% | $92,233-42.7% | $147,584-64.2% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 16.62% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,101 | $4,333+63.9% | $3,679+93.0% | $4,876+45.6% |
| Participant deferral / active EE | $1,725 | $4,478-61.5% | $3,897-55.7% | $5,439-68.3% |
| Admin fee / account holder | $2,218 | $6,332-65.0% | $5,194-57.3% | $10,885-79.6% |