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 | $23,279 | $60,124-61.3% | $90,404-74.2% | $79,858-70.8% |
| Participation rate | 91.7% | 65.0%+26.7pp | 72.7%+19.0pp | 69.6%+22.0pp |
| Annual return | 12.21% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $688 | $2,068-66.7% | $3,262-78.9% | $2,471-72.1% |
| Participant deferral / active EE | $1,687 | $2,938-42.6% | $3,963-57.4% | $3,740-54.9% |
| Admin fee / account holder | $1,110 | $3,976-72.1% | $5,611-80.2% | $5,306-79.1% |