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 | $31,603 | $83,902-62.3% | $167,512-81.1% | $84,808-62.7% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.1%+20.1pp | 68.3%+28.9pp |
| Annual return | 14.86% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $794 | $2,264-64.9% | $3,882-79.5% | $2,631-69.8% |
| Participant deferral / active EE | $4,902 | $4,442+10.3% | $6,405-23.5% | $4,212+16.4% |
| Admin fee / account holder | $4,552 | $7,915-42.5% | $9,769-53.4% | $7,344-38.0% |