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 9-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 | $43,839 | $83,902-47.8% | $167,512-73.8% | $84,808-48.3% |
| Participation rate | 89.7% | 66.5%+23.2pp | 77.1%+12.6pp | 68.3%+21.3pp |
| Annual return | 13.74% | 91.55%-77.8pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,775 | $2,264+22.6% | $3,882-28.5% | $2,631+5.5% |
| Participant deferral / active EE | $5,670 | $4,442+27.6% | $6,405-11.5% | $4,212+34.6% |
| Admin fee / account holder | $11,745 | $7,915+48.4% | $9,769+20.2% | $7,344+59.9% |