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 | $63,892 | $83,902-23.8% | $167,512-61.9% | $84,808-24.7% |
| Participation rate | 77.8% | 66.5%+11.3pp | 77.1%+0.7pp | 68.3%+9.5pp |
| Annual return | 17.81% | 91.55%-73.7pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,984 | $2,264+31.8% | $3,882-23.1% | $2,631+13.4% |
| Participant deferral / active EE | $10,085 | $4,442+127.0% | $6,405+57.5% | $4,212+139.5% |
| Admin fee / account holder | $2,954 | $7,915-62.7% | $9,769-69.8% | $7,344-59.8% |