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 | $53,712 | $83,902-36.0% | $167,512-67.9% | $84,808-36.7% |
| Participation rate | 78.3% | 66.5%+11.8pp | 77.1%+1.2pp | 68.3%+9.9pp |
| Annual return | 15.21% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,460 | $2,264-35.5% | $3,882-62.4% | $2,631-44.5% |
| Participant deferral / active EE | $4,408 | $4,442-0.8% | $6,405-31.2% | $4,212+4.7% |
| Admin fee / account holder | $2,898 | $7,915-63.4% | $9,769-70.3% | $7,344-60.5% |