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 | $34,152 | $52,353-34.8% | $120,225-71.6% | $82,448-58.6% |
| Participation rate | 82.2% | 58.3%+23.9pp | 69.6%+12.6pp | 68.1%+14.2pp |
| Annual return | 34.95% | 61.85%-26.9pp | 439.23%-404.3pp | 41.64%-6.7pp |
| Employer contribution / active EE | $2,853 | $1,510+88.9% | $3,475-17.9% | $2,551+11.8% |
| Participant deferral / active EE | $4,551 | $2,627+73.3% | $3,999+13.8% | $4,139+9.9% |
| Admin fee / account holder | $886 | $4,363-79.7% | $5,696-84.4% | $7,234-87.8% |