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 | $33,683 | $102,966-67.3% | $90,281-62.7% | $152,861-78.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 46.10% | 95.16%-49.1pp | 78.10%-32.0pp | 345.32%-299.2pp |
| Employer contribution / active EE | $3,242 | $3,139+3.3% | $2,854+13.6% | $4,762-31.9% |
| Participant deferral / active EE | $10,224 | $4,281+138.8% | $3,885+163.1% | $5,850+74.8% |
| Admin fee / account holder | $6,337 | $6,171+2.7% | $5,351+18.4% | $11,596-45.4% |