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 | $31,135 | $63,346-50.8% | $92,233-66.2% | $70,131-55.6% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,006 | $2,854+75.4% | $3,897+28.5% | $3,332+50.3% |
| Admin fee / account holder | $1,190 | $3,840-69.0% | $5,194-77.1% | $4,645-74.4% |