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 | $99,878 | $83,902+19.0% | $167,512-40.4% | $84,808+17.8% |
| Participation rate | 79.4% | 66.5%+12.9pp | 77.1%+2.4pp | 68.3%+11.1pp |
| Annual return | 26.70% | 91.55%-64.9pp | 1615.79%-1589.1pp | 40.90%-14.2pp |
| Employer contribution / active EE | $2,568 | $2,264+13.4% | $3,882-33.9% | $2,631-2.4% |
| Participant deferral / active EE | $4,419 | $4,442-0.5% | $6,405-31.0% | $4,212+4.9% |
| Admin fee / account holder | $738 | $7,915-90.7% | $9,769-92.5% | $7,344-90.0% |