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 7-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 | $38,165 | $106,890-64.3% | $84,015-54.6% | $152,861-75.0% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,167 | $2,734-20.7% | $1,983+9.3% | $4,762-54.5% |
| Participant deferral / active EE | $4,459 | $4,011+11.2% | $3,239+37.7% | $5,850-23.8% |
| Admin fee / account holder | $484 | $8,285-94.2% | $6,101-92.1% | $11,596-95.8% |