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 | $34,134 | $102,317-66.6% | $146,958-76.8% | $80,856-57.8% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.2%+2.4pp | 67.6%+16.9pp |
| Annual return | 16.31% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,698 | $3,713-54.3% | $4,933-65.6% | $2,755-38.4% |
| Participant deferral / active EE | $6,041 | $6,644-9.1% | $8,070-25.1% | $4,296+40.6% |
| Admin fee / account holder | $1,477 | $7,941-81.4% | $12,998-88.6% | $6,918-78.7% |