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 | $44,382 | $77,145-42.5% | $108,410-59.1% | $85,850-48.3% |
| Participation rate | 92.7% | 74.7%+18.0pp | 80.1%+12.6pp | 69.3%+23.4pp |
| Annual return | 13.04% | 44.54%-31.5pp | 905.27%-892.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,890 | $5,566-48.1% | $6,563-56.0% | $3,952-26.9% |
| Admin fee / account holder | $762 | $5,172-85.3% | $7,295-89.6% | $6,260-87.8% |