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 | $32,772 | $60,124-45.5% | $90,404-63.7% | $79,858-59.0% |
| Participation rate | 94.0% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 12.61% | 71.94%-59.3pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,528 | $2,068-26.1% | $3,262-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,081 | $2,938-29.2% | $3,963-47.5% | $3,740-44.4% |
| Admin fee / account holder | $752 | $3,976-81.1% | $5,611-86.6% | $5,306-85.8% |