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 | $64,321 | $43,723+47.1% | $121,196-46.9% | $64,186+0.2% |
| Participation rate | 89.5% | 58.3%+31.2pp | 71.7%+17.7pp | 69.6%+19.9pp |
| Annual return | -5.69% | 68.91%-74.6pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,000 | $1,296-22.8% | $4,022-75.1% | $2,381-58.0% |
| Participant deferral / active EE | $4,002 | $2,280+75.5% | $3,344+19.7% | $3,470+15.3% |
| Admin fee / account holder | $1,415 | $3,501-59.6% | $5,019-71.8% | $4,888-71.0% |