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 | $26,645 | $102,382-74.0% | $147,005-81.9% | $80,874-67.1% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.2%-11.9pp | 67.6%+2.6pp |
| Annual return | 12.99% | 134.89%-121.9pp | 418.76%-405.8pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,746 | $3,715-53.0% | $4,934-64.6% | $2,756-36.6% |
| Participant deferral / active EE | $6,230 | $6,646-6.3% | $8,070-22.8% | $4,297+45.0% |
| Admin fee / account holder | $2,690 | $7,942-66.1% | $13,006-79.3% | $6,935-61.2% |