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 | $33,502 | $99,079-66.2% | $77,999-57.0% | $273,961-87.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 55.72% | 217.93%-162.2pp | 425.96%-370.2pp | 41.45%+14.3pp |
| Employer contribution / active EE | $6,733 | $3,308+103.5% | $2,470+172.6% | $4,869+38.3% |
| Participant deferral / active EE | $8,882 | $4,306+106.3% | $3,497+154.0% | $5,287+68.0% |
| Admin fee / account holder | $984 | $8,954-89.0% | $5,480-82.0% | $10,132-90.3% |