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 | $75,588 | $60,124+25.7% | $90,404-16.4% | $79,858-5.3% |
| Participation rate | 97.1% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.5pp |
| Annual return | 12.49% | 71.94%-59.5pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,185 | $2,068-42.7% | $3,262-63.7% | $2,471-52.0% |
| Participant deferral / active EE | $1,885 | $2,938-35.9% | $3,963-52.4% | $3,740-49.6% |
| Admin fee / account holder | $750 | $3,976-81.1% | $5,611-86.6% | $5,306-85.9% |