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 | $71,119 | $83,902-15.2% | $167,512-57.5% | $84,808-16.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 19.80% | 91.55%-71.7pp | 1615.79%-1596.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,574 | $2,264+102.0% | $3,882+17.8% | $2,631+73.8% |
| Participant deferral / active EE | $6,029 | $4,442+35.7% | $6,405-5.9% | $4,212+43.2% |
| Admin fee / account holder | $9,074 | $7,915+14.6% | $9,769-7.1% | $7,344+23.6% |