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 | $85,938 | $83,902+2.4% | $167,512-48.7% | $84,808+1.3% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 17.10% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,961 | $2,264-13.4% | $3,882-49.5% | $2,631-25.5% |
| Participant deferral / active EE | $6,077 | $4,442+36.8% | $6,405-5.1% | $4,212+44.3% |
| Admin fee / account holder | $3,633 | $7,915-54.1% | $9,769-62.8% | $7,344-50.5% |