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 | $37,562 | $96,635-61.1% | $86,612-56.6% | $139,434-73.1% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 15.71% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,039 | $3,263+54.4% | $3,022+66.7% | $4,751+6.1% |
| Participant deferral / active EE | $9,431 | $4,836+95.0% | $4,438+112.5% | $6,710+40.5% |
| Admin fee / account holder | $13,051 | $6,408+103.7% | $5,614+132.5% | $11,403+14.5% |