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 | $23,548 | $83,902-71.9% | $167,512-85.9% | $84,808-72.2% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.1%+5.4pp | 68.3%+14.2pp |
| Annual return | 18.00% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,699 | $2,264-24.9% | $3,882-56.2% | $2,631-35.4% |
| Participant deferral / active EE | $4,159 | $4,442-6.4% | $6,405-35.1% | $4,212-1.3% |
| Admin fee / account holder | $5,196 | $7,915-34.4% | $9,769-46.8% | $7,344-29.2% |