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 | $83,902-63.7% | $167,512-81.8% | $84,808-64.1% |
| Participation rate | 77.1% | 66.5%+10.7pp | 77.1%+0.1pp | 68.3%+8.8pp |
| Annual return | 18.52% | 91.55%-73.0pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,832 | $4,442+8.8% | $6,405-24.6% | $4,212+14.7% |
| Admin fee / account holder | $2,364 | $7,915-70.1% | $9,769-75.8% | $7,344-67.8% |