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 7-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 | $36,581 | $96,635-62.1% | $86,612-57.8% | $139,434-73.8% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 21.16% | 106.41%-85.3pp | 591.07%-569.9pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,224 | $3,263-31.9% | $3,022-26.4% | $4,751-53.2% |
| Participant deferral / active EE | $7,811 | $4,836+61.5% | $4,438+76.0% | $6,710+16.4% |
| Admin fee / account holder | $576 | $6,408-91.0% | $5,614-89.7% | $11,403-95.0% |