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 | $128,075 | $80,812+58.5% | $160,784-20.3% | $82,448+55.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 77.0%+2.4pp | 68.1%+11.2pp |
| Annual return | 25.86% | 100.59%-74.7pp | 1803.92%-1778.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $2,538 | $2,174+16.7% | $3,733-32.0% | $2,551-0.5% |
| Participant deferral / active EE | $14,594 | $4,335+236.6% | $6,293+131.9% | $4,139+252.6% |
| Admin fee / account holder | $35,364 | $7,695+359.6% | $9,717+263.9% | $7,234+388.8% |