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 | $37,660 | $52,519-28.3% | $155,790-75.8% | $59,632-36.8% |
| Participation rate | 88.6% | 61.7%+26.9pp | 76.1%+12.5pp | 68.7%+19.9pp |
| Annual return | -0.89% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,708 | $1,589+7.5% | $3,836-55.5% | $2,203-22.4% |
| Participant deferral / active EE | $1,538 | $3,084-50.1% | $4,797-67.9% | $3,192-51.8% |
| Admin fee / account holder | $963 | $3,540-72.8% | $7,478-87.1% | $4,297-77.6% |