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 | $24,438 | $76,000-67.8% | $154,107-84.1% | $64,186-61.9% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -3.42% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $697 | $3,351-79.2% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $2,450 | $3,175-22.8% | $5,081-51.8% | $3,470-29.4% |
| Admin fee / account holder | $1,093 | $5,596-80.5% | $13,411-91.9% | $4,888-77.6% |