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 | $28,325 | $83,902-66.2% | $167,512-83.1% | $84,808-66.6% |
| Participation rate | 94.1% | 66.5%+27.7pp | 77.1%+17.1pp | 68.3%+25.8pp |
| Annual return | 15.74% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,585 | $2,264-30.0% | $3,882-59.2% | $2,631-39.7% |
| Participant deferral / active EE | $4,712 | $4,442+6.1% | $6,405-26.4% | $4,212+11.9% |
| Admin fee / account holder | $2,132 | $7,915-73.1% | $9,769-78.2% | $7,344-71.0% |