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 | $78,961 | $60,124+31.3% | $90,404-12.7% | $79,858-1.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.38% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,109 | $2,068+50.4% | $3,262-4.7% | $2,471+25.8% |
| Participant deferral / active EE | $5,950 | $2,938+102.5% | $3,963+50.1% | $3,740+59.1% |
| Admin fee / account holder | $812 | $3,976-79.6% | $5,611-85.5% | $5,306-84.7% |