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 | $41,562 | $60,124-30.9% | $90,404-54.0% | $79,858-48.0% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 24.17% | 71.94%-47.8pp | 1293.02%-1268.8pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,112 | $2,068-46.2% | $3,262-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $6,729 | $2,938+129.0% | $3,963+69.8% | $3,740+79.9% |
| Admin fee / account holder | $2,986 | $3,976-24.9% | $5,611-46.8% | $5,306-43.7% |