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 | $81,240 | $60,124+35.1% | $90,404-10.1% | $79,858+1.7% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.2pp |
| Annual return | 14.92% | 71.94%-57.0pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,970 | $2,068-4.8% | $3,262-39.6% | $2,471-20.3% |
| Participant deferral / active EE | $2,552 | $2,938-13.2% | $3,963-35.6% | $3,740-31.8% |
| Admin fee / account holder | $953 | $3,976-76.0% | $5,611-83.0% | $5,306-82.0% |