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 | $13,677 | $60,124-77.3% | $90,404-84.9% | $79,858-82.9% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 16.78% | 71.94%-55.2pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $453 | $2,068-78.1% | $3,262-86.1% | $2,471-81.7% |
| Participant deferral / active EE | $1,467 | $2,938-50.1% | $3,963-63.0% | $3,740-60.8% |
| Admin fee / account holder | $1,086 | $3,976-72.7% | $5,611-80.6% | $5,306-79.5% |