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 10-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 | $68,554 | $83,902-18.3% | $167,512-59.1% | $84,808-19.2% |
| Participation rate | 92.6% | 66.5%+26.2pp | 77.1%+15.6pp | 68.3%+24.3pp |
| Annual return | 15.30% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,515 | $2,264-33.1% | $3,882-61.0% | $2,631-42.4% |
| Participant deferral / active EE | $4,416 | $4,442-0.6% | $6,405-31.0% | $4,212+4.9% |
| Admin fee / account holder | $2,936 | $7,915-62.9% | $9,769-69.9% | $7,344-60.0% |