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 | $99,505 | $80,812+23.1% | $160,784-38.1% | $82,448+20.7% |
| Participation rate | 80.6% | 66.2%+14.3pp | 77.0%+3.6pp | 68.1%+12.5pp |
| Annual return | 15.90% | 100.59%-84.7pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $634 | $2,174-70.8% | $3,733-83.0% | $2,551-75.1% |
| Participant deferral / active EE | $7,928 | $4,335+82.9% | $6,293+26.0% | $4,139+91.5% |
| Admin fee / account holder | $2,522 | $7,695-67.2% | $9,717-74.1% | $7,234-65.1% |