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 | $37,816 | $98,750-61.7% | $149,696-74.7% | $79,858-52.6% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+1.0pp |
| Annual return | 576.07% | 27.43%+548.6pp | 276.60%+299.5pp | 31.71%+544.4pp |
| Employer contribution / active EE | $2,632 | $3,216-18.2% | $4,644-43.3% | $2,471+6.5% |
| Participant deferral / active EE | $4,360 | $5,680-23.2% | $6,842-36.3% | $3,740+16.6% |
| Admin fee / account holder | $716 | $6,053-88.2% | $9,309-92.3% | $5,306-86.5% |