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 | $63,623 | $60,124+5.8% | $90,404-29.6% | $79,858-20.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 12.41% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,292 | $2,068+59.2% | $3,262+0.9% | $2,471+33.2% |
| Participant deferral / active EE | $4,043 | $2,938+37.6% | $3,963+2.0% | $3,740+8.1% |
| Admin fee / account holder | $10,883 | $3,976+173.7% | $5,611+94.0% | $5,306+105.1% |