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 | $20,696 | $39,798-48.0% | $67,711-69.4% | $59,632-65.3% |
| Participation rate | 97.9% | 57.4%+40.6pp | 67.5%+30.4pp | 68.7%+29.3pp |
| Annual return | 0.64% | 89.94%-89.3pp | 25.41%-24.8pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,095 | $1,393+50.4% | $2,559-18.1% | $2,203-4.9% |
| Participant deferral / active EE | $3,146 | $2,335+34.7% | $3,585-12.2% | $3,192-1.4% |
| Admin fee / account holder | $587 | $3,212-81.7% | $4,255-86.2% | $4,297-86.3% |