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 | $32,621 | $60,124-45.7% | $90,404-63.9% | $79,858-59.2% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 18.39% | 71.94%-53.6pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,245 | $2,068+8.6% | $3,262-31.2% | $2,471-9.1% |
| Participant deferral / active EE | $2,378 | $2,938-19.1% | $3,963-40.0% | $3,740-36.4% |
| Admin fee / account holder | $1,262 | $3,976-68.3% | $5,611-77.5% | $5,306-76.2% |