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 | $52,857 | $60,124-12.1% | $90,404-41.5% | $79,858-33.8% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 16.01% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,354 | $2,068+13.8% | $3,262-27.8% | $2,471-4.7% |
| Participant deferral / active EE | $2,660 | $2,938-9.5% | $3,963-32.9% | $3,740-28.9% |
| Admin fee / account holder | $2,429 | $3,976-38.9% | $5,611-56.7% | $5,306-54.2% |