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 | $33,058 | $32,117+2.9% | $71,086-53.5% | $64,186-48.5% |
| Participation rate | 79.3% | 42.7%+36.6pp | 54.7%+24.7pp | 69.6%+9.7pp |
| Annual return | -8.04% | -5.57%-2.5pp | 650.59%-658.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,474 | $712+106.9% | $1,088+35.5% | $2,381-38.1% |
| Participant deferral / active EE | $2,901 | $1,263+129.7% | $1,874+54.8% | $3,470-16.4% |
| Admin fee / account holder | $372 | $2,759-86.5% | $3,082-87.9% | $4,888-92.4% |