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 6-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 | $29,190 | $83,902-65.2% | $167,512-82.6% | $84,808-65.6% |
| Participation rate | 75.4% | 66.5%+9.0pp | 77.1%-1.6pp | 68.3%+7.1pp |
| Annual return | 15.88% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,034 | $2,264-10.1% | $3,882-47.6% | $2,631-22.7% |
| Participant deferral / active EE | $4,526 | $4,442+1.9% | $6,405-29.3% | $4,212+7.5% |
| Admin fee / account holder | $4,228 | $7,915-46.6% | $9,769-56.7% | $7,344-42.4% |