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 | $36,917 | $96,635-61.8% | $86,612-57.4% | $139,434-73.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 17.46% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,544 | $3,263-52.7% | $3,022-48.9% | $4,751-67.5% |
| Participant deferral / active EE | $4,628 | $4,836-4.3% | $4,438+4.3% | $6,710-31.0% |
| Admin fee / account holder | $565 | $6,408-91.2% | $5,614-89.9% | $11,403-95.0% |