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 | $31,522 | $96,635-67.4% | $86,612-63.6% | $139,434-77.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 19.78% | 106.41%-86.6pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,063 | $3,263-36.8% | $3,022-31.7% | $4,751-56.6% |
| Participant deferral / active EE | $3,316 | $4,836-31.4% | $4,438-25.3% | $6,710-50.6% |
| Admin fee / account holder | $1,452 | $6,408-77.3% | $5,614-74.1% | $11,403-87.3% |