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 | $27,723 | $82,630-66.4% | $64,105-56.8% | $125,391-77.9% |
| Participation rate | 76.2% | 75.9%+0.3pp | 68.2%+8.0pp | 83.2%-7.0pp |
| Annual return | 0.77% | 1489.72%-1488.9pp | 791.24%-790.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,006 | $2,671-62.3% | $1,820-44.7% | $4,866-79.3% |
| Participant deferral / active EE | $1,525 | $3,608-57.7% | $2,822-46.0% | $5,352-71.5% |
| Admin fee / account holder | $2,153 | $6,382-66.3% | $4,499-52.2% | $9,540-77.4% |