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 | $31,774 | $105,998-70.0% | $92,233-65.6% | $147,584-78.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 15.93% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,519 | $4,333-41.9% | $3,679-31.5% | $4,876-48.3% |
| Participant deferral / active EE | $1,517 | $4,478-66.1% | $3,897-61.1% | $5,439-72.1% |
| Admin fee / account holder | $646 | $6,332-89.8% | $5,194-87.6% | $10,885-94.1% |