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 | $50,419 | $83,902-39.9% | $167,512-69.9% | $84,808-40.5% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 18.87% | 91.55%-72.7pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,294 | $2,264+1.3% | $3,882-40.9% | $2,631-12.8% |
| Participant deferral / active EE | $5,388 | $4,442+21.3% | $6,405-15.9% | $4,212+27.9% |
| Admin fee / account holder | $1,408 | $7,915-82.2% | $9,769-85.6% | $7,344-80.8% |