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 | $44,217 | $83,902-47.3% | $167,512-73.6% | $84,808-47.9% |
| Participation rate | 89.3% | 66.5%+22.9pp | 77.1%+12.3pp | 68.3%+21.0pp |
| Annual return | 16.12% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,317 | $2,264-41.8% | $3,882-66.1% | $2,631-49.9% |
| Participant deferral / active EE | $6,409 | $4,442+44.3% | $6,405+0.1% | $4,212+52.2% |
| Admin fee / account holder | $1,762 | $7,915-77.7% | $9,769-82.0% | $7,344-76.0% |