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 | $83,902+18.6% | $167,512-40.6% | $84,808+17.3% |
| Participation rate | 80.6% | 66.5%+14.1pp | 77.1%+3.5pp | 68.3%+12.2pp |
| Annual return | 15.90% | 91.55%-75.6pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $634 | $2,264-72.0% | $3,882-83.7% | $2,631-75.9% |
| Participant deferral / active EE | $7,928 | $4,442+78.5% | $6,405+23.8% | $4,212+88.2% |
| Admin fee / account holder | $2,522 | $7,915-68.1% | $9,769-74.2% | $7,344-65.7% |