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 | $44,732 | $60,124-25.6% | $90,404-50.5% | $79,858-44.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 18.82% | 71.94%-53.1pp | 1293.02%-1274.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,451 | $2,068+18.5% | $3,262-24.9% | $2,471-0.8% |
| Participant deferral / active EE | $5,439 | $2,938+85.1% | $3,963+37.2% | $3,740+45.4% |
| Admin fee / account holder | $5,255 | $3,976+32.1% | $5,611-6.3% | $5,306-1.0% |