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 | $39,228 | $106,890-63.3% | $84,015-53.3% | $152,861-74.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.81% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,589 | $2,734-41.9% | $1,983-19.9% | $4,762-66.6% |
| Participant deferral / active EE | $5,836 | $4,011+45.5% | $3,239+80.2% | $5,850-0.2% |
| Admin fee / account holder | $367 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |