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 | $40,099 | $99,079-59.5% | $77,999-48.6% | $273,961-85.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 3.12% | 217.93%-214.8pp | 425.96%-422.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,260 | $3,308-31.7% | $2,470-8.5% | $4,869-53.6% |
| Participant deferral / active EE | $3,172 | $4,306-26.3% | $3,497-9.3% | $5,287-40.0% |
| Admin fee / account holder | $1,001 | $8,954-88.8% | $5,480-81.7% | $10,132-90.1% |