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 8-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 | $26,541 | $96,635-72.5% | $86,612-69.4% | $139,434-81.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.85% | 106.41%-85.6pp | 591.07%-570.2pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,182 | $3,263-33.1% | $3,022-27.8% | $4,751-54.1% |
| Participant deferral / active EE | $5,962 | $4,836+23.3% | $4,438+34.3% | $6,710-11.2% |
| Admin fee / account holder | $456 | $6,408-92.9% | $5,614-91.9% | $11,403-96.0% |