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 | $53,625 | $60,124-10.8% | $90,404-40.7% | $79,858-32.8% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 17.34% | 71.94%-54.6pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,089 | $2,068-47.4% | $3,262-66.6% | $2,471-55.9% |
| Participant deferral / active EE | $2,948 | $2,938+0.3% | $3,963-25.6% | $3,740-21.2% |
| Admin fee / account holder | $611 | $3,976-84.6% | $5,611-89.1% | $5,306-88.5% |