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 10-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 | $30,388 | $43,723-30.5% | $121,196-74.9% | $64,186-52.7% |
| Participation rate | 97.4% | 58.3%+39.0pp | 71.7%+25.6pp | 69.6%+27.8pp |
| Annual return | -6.95% | 68.91%-75.9pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,089 | $1,296+61.1% | $4,022-48.1% | $2,381-12.3% |
| Participant deferral / active EE | $1,538 | $2,280-32.5% | $3,344-54.0% | $3,470-55.7% |
| Admin fee / account holder | $623 | $3,501-82.2% | $5,019-87.6% | $4,888-87.2% |