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 | $26,630 | $49,177-45.8% | $79,464-66.5% | $64,186-58.5% |
| Participation rate | 87.7% | 65.0%+22.7pp | 73.3%+14.4pp | 69.6%+18.2pp |
| Annual return | -4.46% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,194 | $2,076+5.7% | $2,800-21.7% | $2,381-7.9% |
| Participant deferral / active EE | $3,762 | $2,821+33.4% | $3,704+1.6% | $3,470+8.4% |
| Admin fee / account holder | $1,769 | $3,839-53.9% | $5,113-65.4% | $4,888-63.8% |