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 5-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 | $40,633 | $96,635-58.0% | $86,612-53.1% | $139,434-70.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.93% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $8,404 | $3,263+157.5% | $3,022+178.0% | $4,751+76.9% |
| Participant deferral / active EE | $5,242 | $4,836+8.4% | $4,438+18.1% | $6,710-21.9% |
| Admin fee / account holder | $4,113 | $6,408-35.8% | $5,614-26.7% | $11,403-63.9% |