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 7-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 | $42,295 | $88,751-52.3% | $81,812-48.3% | $145,922-71.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.09% | 1025.40%-996.3pp | 773.79%-744.7pp | 561.29%-532.2pp |
| Employer contribution / active EE | $3,031 | $3,083-1.7% | $2,912+4.1% | $4,660-35.0% |
| Participant deferral / active EE | $9,029 | $4,643+94.5% | $4,319+109.1% | $6,688+35.0% |
| Admin fee / account holder | $3,217 | $8,415-61.8% | $7,386-56.4% | $13,397-76.0% |