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 6-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 | $30,484 | $80,812-62.3% | $160,784-81.0% | $82,448-63.0% |
| Participation rate | 77.1% | 66.2%+10.9pp | 77.0%+0.2pp | 68.1%+9.1pp |
| Annual return | 18.52% | 100.59%-82.1pp | 1803.92%-1785.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,832 | $4,335+11.5% | $6,293-23.2% | $4,139+16.7% |
| Admin fee / account holder | $2,364 | $7,695-69.3% | $9,717-75.7% | $7,234-67.3% |