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 | $81,455 | $60,124+35.5% | $90,404-9.9% | $79,858+2.0% |
| Participation rate | 78.1% | 65.0%+13.1pp | 72.7%+5.4pp | 69.6%+8.5pp |
| Annual return | 11.23% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,348 | $2,068-34.8% | $3,262-58.7% | $2,471-45.4% |
| Participant deferral / active EE | $3,571 | $2,938+21.5% | $3,963-9.9% | $3,740-4.5% |
| Admin fee / account holder | $1,447 | $3,976-63.6% | $5,611-74.2% | $5,306-72.7% |