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 8-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 | $13,051 | $60,124-78.3% | $90,404-85.6% | $79,858-83.7% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 141.07% | 71.94%+69.1pp | 1293.02%-1151.9pp | 31.71%+109.4pp |
| Employer contribution / active EE | $257 | $2,068-87.6% | $3,262-92.1% | $2,471-89.6% |
| Participant deferral / active EE | $1,735 | $2,938-41.0% | $3,963-56.2% | $3,740-53.6% |
| Admin fee / account holder | $1,516 | $3,976-61.9% | $5,611-73.0% | $5,306-71.4% |