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 | $29,019 | $60,124-51.7% | $90,404-67.9% | $79,858-63.7% |
| Participation rate | 85.4% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.7pp |
| Annual return | 17.77% | 71.94%-54.2pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,032 | $2,068-1.7% | $3,262-37.7% | $2,471-17.7% |
| Participant deferral / active EE | $3,654 | $2,938+24.4% | $3,963-7.8% | $3,740-2.3% |
| Admin fee / account holder | $1,084 | $3,976-72.8% | $5,611-80.7% | $5,306-79.6% |