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 5-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 | $25,465 | $83,902-69.6% | $167,512-84.8% | $84,808-70.0% |
| Participation rate | 78.0% | 66.5%+11.5pp | 77.1%+0.9pp | 68.3%+9.7pp |
| Annual return | 15.77% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $952 | $2,264-57.9% | $3,882-75.5% | $2,631-63.8% |
| Participant deferral / active EE | $2,558 | $4,442-42.4% | $6,405-60.1% | $4,212-39.3% |
| Admin fee / account holder | $550 | $7,915-93.1% | $9,769-94.4% | $7,344-92.5% |