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 | $21,869 | $83,902-73.9% | $167,512-86.9% | $84,808-74.2% |
| Participation rate | 89.1% | 66.5%+22.7pp | 77.1%+12.1pp | 68.3%+20.8pp |
| Annual return | 32.27% | 91.55%-59.3pp | 1615.79%-1583.5pp | 40.90%-8.6pp |
| Employer contribution / active EE | $1,419 | $2,264-37.3% | $3,882-63.5% | $2,631-46.1% |
| Participant deferral / active EE | $4,847 | $4,442+9.1% | $6,405-24.3% | $4,212+15.1% |
| Admin fee / account holder | $929 | $7,915-88.3% | $9,769-90.5% | $7,344-87.4% |