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 9-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 | $29,288 | $106,890-72.6% | $84,015-65.1% | $152,861-80.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 24.13% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,460 | $2,734+26.5% | $1,983+74.4% | $4,762-27.4% |
| Participant deferral / active EE | $10,857 | $4,011+170.7% | $3,239+235.2% | $5,850+85.6% |
| Admin fee / account holder | $427 | $8,285-94.8% | $6,101-93.0% | $11,596-96.3% |