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 | $19,526 | $45,152-56.8% | $73,843-73.6% | $59,632-67.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.85% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $792 | $1,902-58.3% | $2,787-71.6% | $2,203-64.0% |
| Participant deferral / active EE | $1,297 | $2,574-49.6% | $3,583-63.8% | $3,192-59.4% |
| Admin fee / account holder | $758 | $3,516-78.4% | $4,880-84.5% | $4,297-82.4% |