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 | $76,661 | $48,570+57.8% | $130,648-41.3% | $72,985+5.0% |
| Participation rate | 76.6% | 58.6%+18.0pp | 71.7%+4.9pp | 69.5%+7.1pp |
| Annual return | 21.72% | 38.63%-16.9pp | 1708.96%-1687.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,474 | $2,384+171.6% | $3,603+79.7% | $3,607+79.5% |
| Admin fee / account holder | $574 | $3,549-83.8% | $5,464-89.5% | $5,124-88.8% |