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 7-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 | $35,478 | $75,828-53.2% | $147,614-76.0% | $59,632-40.5% |
| Participation rate | 97.8% | 71.6%+26.2pp | 84.6%+13.2pp | 68.7%+29.1pp |
| Annual return | -1.99% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,658 | $3,485-52.4% | $5,564-70.2% | $2,203-24.7% |
| Participant deferral / active EE | $4,256 | $3,130+36.0% | $4,895-13.1% | $3,192+33.3% |
| Admin fee / account holder | $1,616 | $5,985-73.0% | $11,611-86.1% | $4,297-62.4% |