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 | $28,248 | $60,124-53.0% | $90,404-68.8% | $79,858-64.6% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.7pp |
| Annual return | 20.53% | 71.94%-51.4pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,753 | $2,938-40.3% | $3,963-55.8% | $3,740-53.1% |
| Admin fee / account holder | $4,243 | $3,976+6.7% | $5,611-24.4% | $5,306-20.0% |