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 | $41,487 | $56,199-26.2% | $67,652-38.7% | $59,632-30.4% |
| Participation rate | 87.5% | 71.5%+16.0pp | 75.7%+11.8pp | 68.7%+18.8pp |
| Annual return | -0.23% | 18505.31%-18505.5pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,735 | $1,614+7.5% | $2,266-23.4% | $2,203-21.2% |
| Participant deferral / active EE | $5,650 | $2,844+98.7% | $3,560+58.7% | $3,192+77.0% |
| Admin fee / account holder | $4,821 | $3,958+21.8% | $4,8210% | $4,297+12.2% |