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 | $83,902-66.2% | $167,512-83.1% | $84,808-66.6% |
| Participation rate | 75.3% | 66.5%+8.8pp | 77.1%-1.7pp | 68.3%+7.0pp |
| Annual return | 14.50% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $496 | $2,264-78.1% | $3,882-87.2% | $2,631-81.2% |
| Participant deferral / active EE | $2,643 | $4,442-40.5% | $6,405-58.7% | $4,212-37.3% |
| Admin fee / account holder | $2,090 | $7,915-73.6% | $9,769-78.6% | $7,344-71.5% |