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 | $59,894 | $60,124-0.4% | $90,404-33.7% | $79,858-25.0% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.1pp |
| Annual return | 15.27% | 71.94%-56.7pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,993 | $2,068-3.6% | $3,262-38.9% | $2,471-19.3% |
| Participant deferral / active EE | $3,922 | $2,938+33.5% | $3,963-1.0% | $3,740+4.9% |
| Admin fee / account holder | $1,285 | $3,976-67.7% | $5,611-77.1% | $5,306-75.8% |