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 | $28,398 | $105,998-73.2% | $92,233-69.2% | $147,584-80.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 61.88% | 50.05%+11.8pp | 176.28%-114.4pp | 578.55%-516.7pp |
| Employer contribution / active EE | $6,789 | $4,333+56.7% | $3,679+84.5% | $4,876+39.2% |
| Participant deferral / active EE | $14,885 | $4,478+232.4% | $3,897+282.0% | $5,439+173.7% |
| Admin fee / account holder | $478 | $6,332-92.5% | $5,194-90.8% | $10,885-95.6% |