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 | $46,013 | $60,124-23.5% | $90,404-49.1% | $79,858-42.4% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.99% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,258 | $2,068-39.2% | $3,262-61.4% | $2,471-49.1% |
| Participant deferral / active EE | $2,939 | $2,9380% | $3,963-25.8% | $3,740-21.4% |
| Admin fee / account holder | $2,652 | $3,976-33.3% | $5,611-52.7% | $5,306-50.0% |