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 | $29,152 | $106,890-72.7% | $84,015-65.3% | $152,861-80.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 25.89% | 104.99%-79.1pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,417 | $2,734-11.6% | $1,983+21.8% | $4,762-49.3% |
| Participant deferral / active EE | $4,729 | $4,011+17.9% | $3,239+46.0% | $5,850-19.2% |
| Admin fee / account holder | $748 | $8,285-91.0% | $6,101-87.7% | $11,596-93.5% |