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 | $40,521 | $60,124-32.6% | $90,404-55.2% | $79,858-49.3% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 12.94% | 71.94%-59.0pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,139 | $2,068+3.4% | $3,262-34.4% | $2,471-13.4% |
| Participant deferral / active EE | $3,624 | $2,938+23.3% | $3,963-8.6% | $3,740-3.1% |
| Admin fee / account holder | $17,539 | $3,976+341.1% | $5,611+212.6% | $5,306+230.5% |