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 | $33,169 | $83,902-60.5% | $167,512-80.2% | $84,808-60.9% |
| Participation rate | 83.1% | 66.5%+16.7pp | 77.1%+6.1pp | 68.3%+14.8pp |
| Annual return | 17.60% | 91.55%-73.9pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,374 | $2,264-39.3% | $3,882-64.6% | $2,631-47.8% |
| Participant deferral / active EE | $4,239 | $4,442-4.6% | $6,405-33.8% | $4,212+0.7% |
| Admin fee / account holder | $2,391 | $7,915-69.8% | $9,769-75.5% | $7,344-67.4% |