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 | $24,539 | $32,117-23.6% | $71,086-65.5% | $64,186-61.8% |
| Participation rate | 70.2% | 42.7%+27.5pp | 54.7%+15.6pp | 69.6%+0.6pp |
| Annual return | 7.48% | -5.57%+13.0pp | 650.59%-643.1pp | 7.63%-0.2pp |
| Employer contribution / active EE | $463 | $712-35.0% | $1,088-57.4% | $2,381-80.6% |
| Participant deferral / active EE | $1,382 | $1,263+9.4% | $1,874-26.3% | $3,470-60.2% |
| Admin fee / account holder | $2,578 | $2,759-6.6% | $3,082-16.4% | $4,888-47.3% |