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 | $62,032 | $83,902-26.1% | $167,512-63.0% | $84,808-26.9% |
| Participation rate | 72.2% | 66.5%+5.8pp | 77.1%-4.8pp | 68.3%+3.9pp |
| Annual return | 16.66% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,426 | $2,264+7.2% | $3,882-37.5% | $2,631-7.8% |
| Participant deferral / active EE | $3,346 | $4,442-24.7% | $6,405-47.8% | $4,212-20.6% |
| Admin fee / account holder | $808 | $7,915-89.8% | $9,769-91.7% | $7,344-89.0% |