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 | $32,069 | $86,699-63.0% | $73,307-56.3% | $125,391-74.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 92.51% | 2.78%+89.7pp | 5.67%+86.8pp | 282.22%-189.7pp |
| Employer contribution / active EE | $1,984 | $4,152-52.2% | $3,237-38.7% | $4,866-59.2% |
| Participant deferral / active EE | $10,954 | $5,550+97.4% | $4,991+119.5% | $5,352+104.7% |
| Admin fee / account holder | $310 | $7,771-96.0% | $5,637-94.5% | $9,540-96.8% |