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 | $85,096 | $83,902+1.4% | $167,512-49.2% | $84,808+0.3% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 14.34% | 91.55%-77.2pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,549 | $2,264+12.6% | $3,882-34.3% | $2,631-3.1% |
| Participant deferral / active EE | $5,987 | $4,442+34.8% | $6,405-6.5% | $4,212+42.1% |
| Admin fee / account holder | $13,104 | $7,915+65.6% | $9,769+34.1% | $7,344+78.4% |