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 | $34,859 | $106,890-67.4% | $84,015-58.5% | $152,861-77.2% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 62.64% | 104.99%-42.4pp | 71.31%-8.7pp | 345.32%-282.7pp |
| Employer contribution / active EE | $3,667 | $2,734+34.1% | $1,983+84.9% | $4,762-23.0% |
| Participant deferral / active EE | $7,287 | $4,011+81.7% | $3,239+125.0% | $5,850+24.6% |
| Admin fee / account holder | $349 | $8,285-95.8% | $6,101-94.3% | $11,596-97.0% |