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 | $37,818 | $60,124-37.1% | $90,404-58.2% | $79,858-52.6% |
| Participation rate | 84.4% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 26.10% | 71.94%-45.8pp | 1293.02%-1266.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $2,928 | $2,068+41.6% | $3,262-10.3% | $2,471+18.5% |
| Participant deferral / active EE | $6,923 | $2,938+135.6% | $3,963+74.7% | $3,740+85.1% |
| Admin fee / account holder | $900 | $3,976-77.4% | $5,611-84.0% | $5,306-83.0% |