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 | $36,380 | $106,890-66.0% | $84,015-56.7% | $152,861-76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.96% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $9,236 | $2,734+237.8% | $1,983+365.7% | $4,762+93.9% |
| Participant deferral / active EE | $3,016 | $4,011-24.8% | $3,239-6.9% | $5,850-48.4% |
| Admin fee / account holder | $781 | $8,285-90.6% | $6,101-87.2% | $11,596-93.3% |