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 | $38,641 | $75,828-49.0% | $147,614-73.8% | $59,632-35.2% |
| Participation rate | 76.6% | 71.6%+5.0pp | 84.6%-8.0pp | 68.7%+7.9pp |
| Annual return | -1.52% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $867 | $3,485-75.1% | $5,564-84.4% | $2,203-60.6% |
| Participant deferral / active EE | $3,226 | $3,130+3.0% | $4,895-34.1% | $3,192+1.1% |
| Admin fee / account holder | $1,252 | $5,985-79.1% | $11,611-89.2% | $4,297-70.9% |