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 | $51,862 | $45,152+14.9% | $73,843-29.8% | $59,632-13.0% |
| Participation rate | 80.6% | 64.0%+16.6pp | 73.4%+7.2pp | 68.7%+12.0pp |
| Annual return | -1.45% | 27.40%-28.8pp | 2267.84%-2269.3pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $377 | $1,902-80.2% | $2,787-86.5% | $2,203-82.9% |
| Participant deferral / active EE | $2,647 | $2,574+2.8% | $3,583-26.1% | $3,192-17.1% |
| Admin fee / account holder | $4,496 | $3,516+27.9% | $4,880-7.9% | $4,297+4.6% |