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 8-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 | $47,791 | $96,635-50.5% | $86,612-44.8% | $139,434-65.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.58% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,410 | $3,263-56.8% | $3,022-53.3% | $4,751-70.3% |
| Participant deferral / active EE | $7,396 | $4,836+52.9% | $4,438+66.7% | $6,710+10.2% |
| Admin fee / account holder | $836 | $6,408-86.9% | $5,614-85.1% | $11,403-92.7% |