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 4-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 | $74,649 | $83,902-11.0% | $167,512-55.4% | $84,808-12.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.87% | 91.55%-72.7pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,922 | $2,264+29.1% | $3,882-24.7% | $2,631+11.1% |
| Participant deferral / active EE | $9,089 | $4,442+104.6% | $6,405+41.9% | $4,212+115.8% |
| Admin fee / account holder | $2,919 | $7,915-63.1% | $9,769-70.1% | $7,344-60.2% |