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 | $36,392 | $102,317-64.4% | $146,958-75.2% | $80,856-55.0% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 15.73% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,087 | $6,644+51.8% | $8,070+25.0% | $4,296+134.8% |
| Admin fee / account holder | $2,186 | $7,941-72.5% | $12,998-83.2% | $6,918-68.4% |