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 | $135,097 | $60,124+124.7% | $90,404+49.4% | $79,858+69.2% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 14.22% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $550 | $2,068-73.4% | $3,262-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $3,173 | $2,938+8.0% | $3,963-20.0% | $3,740-15.2% |
| Admin fee / account holder | $16,920 | $3,976+325.5% | $5,611+201.6% | $5,306+218.9% |