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 | $61,934 | $83,902-26.2% | $167,512-63.0% | $84,808-27.0% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.1%-5.1pp | 68.3%+3.7pp |
| Annual return | 27.32% | 91.55%-64.2pp | 1615.79%-1588.5pp | 40.90%-13.6pp |
| Employer contribution / active EE | $2,019 | $2,264-10.8% | $3,882-48.0% | $2,631-23.3% |
| Participant deferral / active EE | $3,780 | $4,442-14.9% | $6,405-41.0% | $4,212-10.2% |
| Admin fee / account holder | $3,937 | $7,915-50.3% | $9,769-59.7% | $7,344-46.4% |