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 10-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 | $45,573 | $47,977-5.0% | $154,107-70.4% | $56,287-19.0% |
| Participation rate | 77.7% | 66.2%+11.5pp | 83.0%-5.3pp | 69.9%+7.9pp |
| Annual return | 329.60% | 3.54%+326.1pp | 735.12%-405.5pp | -9.96%+339.6pp |
| Employer contribution / active EE | $1,021 | $2,169-52.9% | $5,298-80.7% | $2,111-51.7% |
| Participant deferral / active EE | $2,017 | $2,392-15.7% | $5,081-60.3% | $3,350-39.8% |
| Admin fee / account holder | $2,356 | $438+437.5% | $13,411-82.4% | $521+352.2% |