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 | $96,615 | $83,902+15.2% | $167,512-42.3% | $84,808+13.9% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 14.68% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,584 | $4,442+138.2% | $6,405+65.3% | $4,212+151.3% |
| Admin fee / account holder | $1,773 | $7,915-77.6% | $9,769-81.9% | $7,344-75.9% |