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 | $33,490 | $99,652-66.4% | $78,778-57.5% | $147,584-77.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 22.06% | 47.28%-25.2pp | 35.62%-13.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $7,881 | $2,796+181.9% | $1,986+296.9% | $4,876+61.6% |
| Participant deferral / active EE | $4,500 | $3,664+22.8% | $2,958+52.1% | $5,439-17.3% |
| Admin fee / account holder | $777 | $7,155-89.1% | $5,134-84.9% | $10,885-92.9% |