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 | $107,436 | $83,902+28.0% | $167,512-35.9% | $84,808+26.7% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.1%-1.1pp | 68.3%+7.7pp |
| Annual return | 15.43% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $539 | $2,264-76.2% | $3,882-86.1% | $2,631-79.5% |
| Participant deferral / active EE | $4,181 | $4,442-5.9% | $6,405-34.7% | $4,212-0.7% |
| Admin fee / account holder | $1,897 | $7,915-76.0% | $9,769-80.6% | $7,344-74.2% |