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 | $17,172 | $83,902-79.5% | $167,512-89.7% | $84,808-79.8% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 18.26% | 91.55%-73.3pp | 1615.79%-1597.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $515 | $2,264-77.2% | $3,882-86.7% | $2,631-80.4% |
| Participant deferral / active EE | $3,589 | $4,442-19.2% | $6,405-44.0% | $4,212-14.8% |
| Admin fee / account holder | $470 | $7,915-94.1% | $9,769-95.2% | $7,344-93.6% |