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 | $59,804 | $102,317-41.6% | $146,958-59.3% | $80,856-26.0% |
| Participation rate | 91.6% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 13.67% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,336 | $6,644+85.7% | $8,070+52.9% | $4,296+187.2% |
| Admin fee / account holder | $11,441 | $7,941+44.1% | $12,998-12.0% | $6,918+65.4% |