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 | $98,761 | $83,902+17.7% | $167,512-41.0% | $84,808+16.5% |
| Participation rate | 96.9% | 66.5%+30.4pp | 77.1%+19.8pp | 68.3%+28.6pp |
| Annual return | 16.64% | 91.55%-74.9pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,150 | $2,264-5.0% | $3,882-44.6% | $2,631-18.3% |
| Participant deferral / active EE | $5,381 | $4,442+21.1% | $6,405-16.0% | $4,212+27.8% |
| Admin fee / account holder | $1,440 | $7,915-81.8% | $9,769-85.3% | $7,344-80.4% |