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 | $26,546 | $88,751-70.1% | $81,812-67.6% | $145,922-81.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 54.82% | 1025.40%-970.6pp | 773.79%-719.0pp | 561.29%-506.5pp |
| Employer contribution / active EE | $4,150 | $3,083+34.6% | $2,912+42.5% | $4,660-10.9% |
| Participant deferral / active EE | $6,712 | $4,643+44.6% | $4,319+55.4% | $6,688+0.4% |
| Admin fee / account holder | $3,318 | $8,415-60.6% | $7,386-55.1% | $13,397-75.2% |