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 | $37,372 | $96,635-61.3% | $86,612-56.9% | $139,434-73.2% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 24.15% | 106.41%-82.3pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,834 | $3,263-13.1% | $3,022-6.2% | $4,751-40.3% |
| Participant deferral / active EE | $7,234 | $4,836+49.6% | $4,438+63.0% | $6,710+7.8% |
| Admin fee / account holder | $1,581 | $6,408-75.3% | $5,614-71.8% | $11,403-86.1% |