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 | $80,812-64.9% | $160,784-82.4% | $82,448-65.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 77.0%+17.2pp | 68.1%+26.0pp |
| Annual return | 15.74% | 100.59%-84.8pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,585 | $2,174-27.1% | $3,733-57.5% | $2,551-37.9% |
| Participant deferral / active EE | $4,712 | $4,335+8.7% | $6,293-25.1% | $4,139+13.8% |
| Admin fee / account holder | $2,132 | $7,695-72.3% | $9,717-78.1% | $7,234-70.5% |