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 | $35,033 | $106,890-67.2% | $84,015-58.3% | $152,861-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 44.98% | 104.99%-60.0pp | 71.31%-26.3pp | 345.32%-300.3pp |
| Employer contribution / active EE | $4,106 | $2,734+50.2% | $1,983+107.0% | $4,762-13.8% |
| Participant deferral / active EE | $6,689 | $4,011+66.8% | $3,239+106.5% | $5,850+14.3% |
| Admin fee / account holder | $5,494 | $8,285-33.7% | $6,101-9.9% | $11,596-52.6% |