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 | $40,988 | $65,561-37.5% | $86,188-52.4% | $75,163-45.5% |
| Participation rate | 77.8% | 60.5%+17.3pp | 69.0%+8.8pp | 67.2%+10.6pp |
| Annual return | 15.06% | 46.05%-31.0pp | 1168.45%-1153.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,435 | $1,553+56.8% | $2,380+2.3% | $2,670-8.8% |
| Participant deferral / active EE | $5,373 | $3,024+77.7% | $3,985+34.8% | $4,125+30.3% |
| Admin fee / account holder | $4,375 | $5,474-20.1% | $6,852-36.1% | $5,651-22.6% |