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 6-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 | $42,278 | $60,124-29.7% | $90,404-53.2% | $79,858-47.1% |
| Participation rate | 83.8% | 65.0%+18.8pp | 72.7%+11.1pp | 69.6%+14.2pp |
| Annual return | 14.55% | 71.94%-57.4pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,167 | $2,068+4.8% | $3,262-33.6% | $2,471-12.3% |
| Participant deferral / active EE | $2,168 | $2,938-26.2% | $3,963-45.3% | $3,740-42.0% |
| Admin fee / account holder | $4,678 | $3,976+17.7% | $5,611-16.6% | $5,306-11.8% |