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 | $33,876 | $43,723-22.5% | $121,196-72.0% | $64,186-47.2% |
| Participation rate | 95.2% | 58.3%+36.9pp | 71.7%+23.5pp | 69.6%+25.7pp |
| Annual return | -1.11% | 68.91%-70.0pp | 16.93%-18.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,009 | $1,296-22.1% | $4,022-74.9% | $2,381-57.6% |
| Participant deferral / active EE | $1,086 | $2,280-52.4% | $3,344-67.5% | $3,470-68.7% |
| Admin fee / account holder | $770 | $3,501-78.0% | $5,019-84.7% | $4,888-84.3% |