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 | $46,140 | $60,124-23.3% | $90,404-49.0% | $79,858-42.2% |
| Participation rate | 80.6% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | 21.39% | 71.94%-50.6pp | 1293.02%-1271.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $840 | $2,068-59.4% | $3,262-74.3% | $2,471-66.0% |
| Participant deferral / active EE | $2,858 | $2,938-2.7% | $3,963-27.9% | $3,740-23.6% |
| Admin fee / account holder | $1,775 | $3,976-55.4% | $5,611-68.4% | $5,306-66.6% |