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 | $20,699 | $80,812-74.4% | $160,784-87.1% | $82,448-74.9% |
| Participation rate | 96.8% | 66.2%+30.5pp | 77.0%+19.8pp | 68.1%+28.7pp |
| Annual return | 17.09% | 100.59%-83.5pp | 1803.92%-1786.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,489 | $4,335-19.5% | $6,293-44.6% | $4,139-15.7% |
| Admin fee / account holder | $1,351 | $7,695-82.4% | $9,717-86.1% | $7,234-81.3% |