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 | $16,861 | $80,812-79.1% | $160,784-89.5% | $82,448-79.5% |
| Participation rate | 95.7% | 66.2%+29.4pp | 77.0%+18.7pp | 68.1%+27.6pp |
| Annual return | 14.20% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,495 | $4,335-19.4% | $6,293-44.5% | $4,139-15.6% |
| Admin fee / account holder | $2,046 | $7,695-73.4% | $9,717-78.9% | $7,234-71.7% |