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 | $103,151 | $83,902+22.9% | $167,512-38.4% | $84,808+21.6% |
| Participation rate | 96.7% | 66.5%+30.2pp | 77.1%+19.6pp | 68.3%+28.4pp |
| Annual return | 18.32% | 91.55%-73.2pp | 1615.79%-1597.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,491 | $2,264-34.1% | $3,882-61.6% | $2,631-43.3% |
| Participant deferral / active EE | $2,351 | $4,442-47.1% | $6,405-63.3% | $4,212-44.2% |
| Admin fee / account holder | $4,887 | $7,915-38.3% | $9,769-50.0% | $7,344-33.5% |