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 8-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 | $66,649 | $110,502-39.7% | $80,716-17.4% | $167,490-60.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.59% | 120.54%-103.0pp | 87.28%-69.7pp | 478.56%-461.0pp |
| Employer contribution / active EE | $22 | $1,543-98.6% | $1,160-98.1% | $4,837-99.6% |
| Participant deferral / active EE | $1,850 | $2,871-35.6% | $2,146-13.8% | $6,341-70.8% |
| Admin fee / account holder | $2,630 | $4,545-42.1% | $3,380-22.2% | $12,309-78.6% |