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 | $19,318 | $83,902-77.0% | $167,512-88.5% | $84,808-77.2% |
| Participation rate | 86.2% | 66.5%+19.7pp | 77.1%+9.1pp | 68.3%+17.9pp |
| Annual return | 22.31% | 91.55%-69.2pp | 1615.79%-1593.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,737 | $2,264+20.9% | $3,882-29.5% | $2,631+4.0% |
| Participant deferral / active EE | $4,433 | $4,442-0.2% | $6,405-30.8% | $4,212+5.3% |
| Admin fee / account holder | $2,189 | $7,915-72.3% | $9,769-77.6% | $7,344-70.2% |