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 | $39,625 | $59,417-33.3% | $93,606-57.7% | $74,495-46.8% |
| Participation rate | 77.5% | 59.7%+17.8pp | 68.7%+8.7pp | 67.2%+10.3pp |
| Annual return | 14.23% | 81.83%-67.6pp | 133.20%-119.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,492 | $3,050-18.3% | $4,411-43.5% | $4,346-42.6% |
| Admin fee / account holder | $5,866 | $3,021+94.1% | $8,285-29.2% | $1,942+202.1% |