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 | $16,400 | $52,519-68.8% | $155,790-89.5% | $59,632-72.5% |
| Participation rate | 85.7% | 61.7%+24.0pp | 76.1%+9.6pp | 68.7%+17.0pp |
| Annual return | -1.71% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $704 | $1,589-55.7% | $3,836-81.6% | $2,203-68.0% |
| Participant deferral / active EE | $2,004 | $3,084-35.0% | $4,797-58.2% | $3,192-37.2% |
| Admin fee / account holder | $575 | $3,540-83.8% | $7,478-92.3% | $4,297-86.6% |