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 9-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 | $20,683 | $43,723-52.7% | $121,196-82.9% | $64,186-67.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.10% | 68.91%-74.0pp | 16.93%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,412 | $1,296+394.7% | $4,022+59.4% | $2,381+169.3% |
| Participant deferral / active EE | $5,583 | $2,280+144.9% | $3,344+66.9% | $3,470+60.9% |
| Admin fee / account holder | $571 | $3,501-83.7% | $5,019-88.6% | $4,888-88.3% |