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 | $32,293 | $60,124-46.3% | $90,404-64.3% | $79,858-59.6% |
| Participation rate | 73.1% | 65.0%+8.1pp | 72.7%+0.4pp | 69.6%+3.4pp |
| Annual return | 13.74% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $992 | $2,068-52.0% | $3,262-69.6% | $2,471-59.9% |
| Participant deferral / active EE | $3,800 | $2,938+29.3% | $3,963-4.1% | $3,740+1.6% |
| Admin fee / account holder | $6,046 | $3,976+52.0% | $5,611+7.8% | $5,306+13.9% |