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 4-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 | $86,416 | $83,902+3.0% | $167,512-48.4% | $84,808+1.9% |
| Participation rate | 89.8% | 66.5%+23.4pp | 77.1%+12.8pp | 68.3%+21.5pp |
| Annual return | 19.55% | 91.55%-72.0pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,025 | $2,264+33.6% | $3,882-22.1% | $2,631+15.0% |
| Participant deferral / active EE | $7,001 | $4,442+57.6% | $6,405+9.3% | $4,212+66.2% |
| Admin fee / account holder | $1,020 | $7,915-87.1% | $9,769-89.6% | $7,344-86.1% |