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 | $23,435 | $75,828-69.1% | $147,614-84.1% | $59,632-60.7% |
| Participation rate | 76.3% | 71.6%+4.7pp | 84.6%-8.3pp | 68.7%+7.6pp |
| Annual return | -0.52% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $869 | $3,485-75.1% | $5,564-84.4% | $2,203-60.6% |
| Participant deferral / active EE | $1,401 | $3,130-55.2% | $4,895-71.4% | $3,192-56.1% |
| Admin fee / account holder | $648 | $5,985-89.2% | $11,611-94.4% | $4,297-84.9% |