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 | $43,567 | $65,409-33.4% | $98,442-55.7% | $85,850-49.3% |
| Participation rate | 89.9% | 65.0%+24.9pp | 73.3%+16.5pp | 69.3%+20.5pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,156 | $2,168-46.7% | $2,960-60.9% | $2,565-54.9% |
| Participant deferral / active EE | $2,926 | $3,166-7.6% | $4,276-31.6% | $3,952-25.9% |
| Admin fee / account holder | $2,613 | $4,593-43.1% | $5,949-56.1% | $6,260-58.3% |