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 | $29,830 | $105,998-71.9% | $92,233-67.7% | $147,584-79.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 30.20% | 50.05%-19.9pp | 176.28%-146.1pp | 578.55%-548.4pp |
| Employer contribution / active EE | $4,007 | $4,333-7.5% | $3,679+8.9% | $4,876-17.8% |
| Participant deferral / active EE | $4,083 | $4,478-8.8% | $3,897+4.8% | $5,439-24.9% |
| Admin fee / account holder | $3,081 | $6,332-51.3% | $5,194-40.7% | $10,885-71.7% |