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 | $32,771 | $83,902-60.9% | $167,512-80.4% | $84,808-61.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.00% | 91.55%-77.6pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,092 | $2,264-7.6% | $3,882-46.1% | $2,631-20.5% |
| Participant deferral / active EE | $2,872 | $4,442-35.4% | $6,405-55.2% | $4,212-31.8% |
| Admin fee / account holder | $1,255 | $7,915-84.2% | $9,769-87.2% | $7,344-82.9% |