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 | $53,748 | $80,812-33.5% | $160,784-66.6% | $82,448-34.8% |
| Participation rate | 90.6% | 66.2%+24.4pp | 77.0%+13.7pp | 68.1%+22.6pp |
| Annual return | 21.35% | 100.59%-79.2pp | 1803.92%-1782.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,592 | $2,174+19.2% | $3,733-30.6% | $2,551+1.6% |
| Participant deferral / active EE | $6,981 | $4,335+61.0% | $6,293+10.9% | $4,139+68.7% |
| Admin fee / account holder | $2,639 | $7,695-65.7% | $9,717-72.8% | $7,234-63.5% |