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 | $28,578 | $60,124-52.5% | $90,404-68.4% | $79,858-64.2% |
| Participation rate | 91.5% | 65.0%+26.5pp | 72.7%+18.8pp | 69.6%+21.9pp |
| Annual return | 17.85% | 71.94%-54.1pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,695 | $2,068+30.3% | $3,262-17.4% | $2,471+9.1% |
| Participant deferral / active EE | $4,290 | $2,938+46.0% | $3,963+8.2% | $3,740+14.7% |
| Admin fee / account holder | $512 | $3,976-87.1% | $5,611-90.9% | $5,306-90.3% |