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 | $65,430 | $60,124+8.8% | $90,404-27.6% | $79,858-18.1% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.4pp |
| Annual return | 15.00% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,999 | $2,068+93.4% | $3,262+22.6% | $2,471+61.8% |
| Participant deferral / active EE | $2,649 | $2,938-9.9% | $3,963-33.2% | $3,740-29.2% |
| Admin fee / account holder | $37,469 | $3,976+842.3% | $5,611+567.8% | $5,306+606.1% |