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 | $50,243 | $83,902-40.1% | $167,512-70.0% | $84,808-40.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.26% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,046 | $2,264-9.6% | $3,882-47.3% | $2,631-22.2% |
| Participant deferral / active EE | $4,410 | $4,442-0.7% | $6,405-31.1% | $4,212+4.7% |
| Admin fee / account holder | $567 | $7,915-92.8% | $9,769-94.2% | $7,344-92.3% |