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 8-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 | $83,378 | $60,124+38.7% | $90,404-7.8% | $79,858+4.4% |
| Participation rate | 76.4% | 65.0%+11.4pp | 72.7%+3.7pp | 69.6%+6.7pp |
| Annual return | 16.01% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $538 | $2,068-74.0% | $3,262-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $5,869 | $2,938+99.8% | $3,963+48.1% | $3,740+56.9% |
| Admin fee / account holder | $2,121 | $3,976-46.7% | $5,611-62.2% | $5,306-60.0% |