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 | $21,793 | $105,998-79.4% | $92,233-76.4% | $147,584-85.2% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 22.76% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,193 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $3,842 | $4,478-14.2% | $3,897-1.4% | $5,439-29.4% |
| Admin fee / account holder | $1,816 | $6,332-71.3% | $5,194-65.0% | $10,885-83.3% |