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 | $23,580 | $57,281-58.8% | $86,612-72.8% | $75,163-68.6% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 17.68% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,117 | $2,314-8.5% | $3,022-29.9% | $2,670-20.7% |
| Participant deferral / active EE | $6,305 | $3,318+90.0% | $4,438+42.1% | $4,125+52.8% |
| Admin fee / account holder | $1,304 | $4,112-68.3% | $5,614-76.8% | $5,651-76.9% |