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 | $28,368 | $80,812-64.9% | $160,784-82.4% | $82,448-65.6% |
| Participation rate | 75.3% | 66.2%+9.1pp | 77.0%-1.6pp | 68.1%+7.2pp |
| Annual return | 14.50% | 100.59%-86.1pp | 1803.92%-1789.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $496 | $2,174-77.2% | $3,733-86.7% | $2,551-80.6% |
| Participant deferral / active EE | $2,643 | $4,335-39.0% | $6,293-58.0% | $4,139-36.2% |
| Admin fee / account holder | $2,090 | $7,695-72.8% | $9,717-78.5% | $7,234-71.1% |