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 | $43,749 | $60,124-27.2% | $90,404-51.6% | $79,858-45.2% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 16.47% | 71.94%-55.5pp | 1293.02%-1276.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $5,276 | $2,068+155.2% | $3,262+61.7% | $2,471+113.5% |
| Participant deferral / active EE | $5,276 | $2,938+79.6% | $3,963+33.1% | $3,740+41.1% |
| Admin fee / account holder | $824 | $3,976-79.3% | $5,611-85.3% | $5,306-84.5% |