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 | $25,687 | $52,353-50.9% | $120,225-78.6% | $82,448-68.8% |
| Participation rate | 80.8% | 58.3%+22.5pp | 69.6%+11.2pp | 68.1%+12.7pp |
| Annual return | 14.34% | 61.85%-47.5pp | 439.23%-424.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,911 | $1,510+26.6% | $3,475-45.0% | $2,551-25.1% |
| Participant deferral / active EE | $3,700 | $2,627+40.8% | $3,999-7.5% | $4,139-10.6% |
| Admin fee / account holder | $3,673 | $4,363-15.8% | $5,696-35.5% | $7,234-49.2% |