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 | $36,519 | $48,274-24.4% | $63,517-42.5% | $59,632-38.8% |
| Participation rate | 96.2% | 66.3%+29.8pp | 71.0%+25.1pp | 68.7%+27.5pp |
| Annual return | 1.04% | -240.79%+241.8pp | -70.30%+71.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $7,527 | $1,586+374.5% | $2,322+224.2% | $2,203+241.7% |
| Participant deferral / active EE | $4,041 | $2,343+72.5% | $2,953+36.8% | $3,192+26.6% |
| Admin fee / account holder | $3,972 | $3,600+10.3% | $5,892-32.6% | $4,297-7.6% |