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 | $28,820 | $96,635-70.2% | $86,612-66.7% | $139,434-79.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.13% | 106.41%-84.3pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,798 | $3,263-14.2% | $3,022-7.4% | $4,751-41.1% |
| Participant deferral / active EE | $5,378 | $4,836+11.2% | $4,438+21.2% | $6,710-19.9% |
| Admin fee / account holder | $783 | $6,408-87.8% | $5,614-86.1% | $11,403-93.1% |