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 | $23,806 | $43,723-45.6% | $121,196-80.4% | $64,186-62.9% |
| Participation rate | 85.9% | 58.3%+27.6pp | 71.7%+14.1pp | 69.6%+16.3pp |
| Annual return | -7.25% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,102 | $1,296-15.0% | $4,022-72.6% | $2,381-53.7% |
| Participant deferral / active EE | $2,430 | $2,280+6.6% | $3,344-27.3% | $3,470-30.0% |
| Admin fee / account holder | $817 | $3,501-76.7% | $5,019-83.7% | $4,888-83.3% |