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 | $50,375 | $83,902-40.0% | $167,512-69.9% | $84,808-40.6% |
| Participation rate | 70.7% | 66.5%+4.3pp | 77.1%-6.3pp | 68.3%+2.4pp |
| Annual return | 14.81% | 91.55%-76.7pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $648 | $2,264-71.4% | $3,882-83.3% | $2,631-75.4% |
| Participant deferral / active EE | $5,682 | $4,442+27.9% | $6,405-11.3% | $4,212+34.9% |
| Admin fee / account holder | $654 | $7,915-91.7% | $9,769-93.3% | $7,344-91.1% |