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 | $80,812-49.2% | $160,784-74.5% | $82,448-50.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 14.81% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,682 | $2,174-22.6% | $3,733-54.9% | $2,551-34.1% |
| Participant deferral / active EE | $6,141 | $4,335+41.6% | $6,293-2.4% | $4,139+48.4% |
| Admin fee / account holder | $5,017 | $7,695-34.8% | $9,717-48.4% | $7,234-30.7% |