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 7-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 | $32,580 | $99,877-67.4% | $84,966-61.7% | $145,922-77.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,470 | $3,231-54.5% | $2,727-46.1% | $4,660-68.5% |
| Participant deferral / active EE | $4,153 | $5,291-21.5% | $4,519-8.1% | $6,688-37.9% |
| Admin fee / account holder | $411 | $7,248-94.3% | $6,149-93.3% | $13,397-96.9% |