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 | $51,981 | $96,635-46.2% | $86,612-40.0% | $139,434-62.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.34% | 106.41%-81.1pp | 591.07%-565.7pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,227 | $3,263-31.7% | $3,022-26.3% | $4,751-53.1% |
| Participant deferral / active EE | $4,019 | $4,836-16.9% | $4,438-9.4% | $6,710-40.1% |
| Admin fee / account holder | $9,320 | $6,408+45.4% | $5,614+66.0% | $11,403-18.3% |