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 | $41,078 | $83,902-51.0% | $167,512-75.5% | $84,808-51.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.81% | 91.55%-76.7pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,682 | $2,264-25.7% | $3,882-56.7% | $2,631-36.1% |
| Participant deferral / active EE | $6,141 | $4,442+38.2% | $6,405-4.1% | $4,212+45.8% |
| Admin fee / account holder | $5,017 | $7,915-36.6% | $9,769-48.6% | $7,344-31.7% |