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 | $27,149 | $108,642-75.0% | $74,701-63.7% | $152,861-82.2% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 21.22% | 114.06%-92.8pp | 752.92%-731.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,172 | $1,503-22.1% | $1,084+8.1% | $4,762-75.4% |
| Participant deferral / active EE | $5,810 | $2,712+114.2% | $1,964+195.9% | $5,850-0.7% |
| Admin fee / account holder | $388 | $4,902-92.1% | $3,333-88.4% | $11,596-96.7% |