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 | $35,594 | $106,890-66.7% | $84,015-57.6% | $152,861-76.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 66.29% | 104.99%-38.7pp | 71.31%-5.0pp | 345.32%-279.0pp |
| Employer contribution / active EE | $1,835 | $2,734-32.9% | $1,983-7.5% | $4,762-61.5% |
| Participant deferral / active EE | $8,157 | $4,011+103.3% | $3,239+151.9% | $5,850+39.4% |
| Admin fee / account holder | $424 | $8,285-94.9% | $6,101-93.1% | $11,596-96.3% |