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 | $19,800 | $83,902-76.4% | $167,512-88.2% | $84,808-76.7% |
| Participation rate | 93.7% | 66.5%+27.2pp | 77.1%+16.6pp | 68.3%+25.4pp |
| Annual return | 14.72% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,595 | $2,264-29.6% | $3,882-58.9% | $2,631-39.4% |
| Participant deferral / active EE | $2,620 | $4,442-41.0% | $6,405-59.1% | $4,212-37.8% |
| Admin fee / account holder | $3,616 | $7,915-54.3% | $9,769-63.0% | $7,344-50.8% |