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 | $36,805 | $72,400-49.2% | $67,502-45.5% | $145,922-74.8% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 9.33% | 7182.46%-7173.1pp | 3512.12%-3502.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,363 | $3,069-23.0% | $2,731-13.5% | $4,660-49.3% |
| Participant deferral / active EE | $5,738 | $4,783+20.0% | $4,000+43.4% | $6,688-14.2% |
| Admin fee / account holder | $16,979 | $5,539+206.5% | $3,998+324.7% | $13,397+26.7% |