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 | $21,976 | $60,124-63.4% | $90,404-75.7% | $79,858-72.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.09% | 71.94%-55.9pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $927 | $2,068-55.2% | $3,262-71.6% | $2,471-62.5% |
| Participant deferral / active EE | $2,486 | $2,938-15.4% | $3,963-37.3% | $3,740-33.5% |
| Admin fee / account holder | $726 | $3,976-81.7% | $5,611-87.1% | $5,306-86.3% |