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 | $74,362 | $83,902-11.4% | $167,512-55.6% | $84,808-12.3% |
| Participation rate | 84.4% | 66.5%+18.0pp | 77.1%+7.4pp | 68.3%+16.1pp |
| Annual return | 17.73% | 91.55%-73.8pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,502 | $2,264+10.5% | $3,882-35.6% | $2,631-4.9% |
| Participant deferral / active EE | $6,131 | $4,442+38.0% | $6,405-4.3% | $4,212+45.6% |
| Admin fee / account holder | $14,372 | $7,915+81.6% | $9,769+47.1% | $7,344+95.7% |