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 | $44,866 | $45,566-1.5% | $64,105-30.0% | $59,632-24.8% |
| Participation rate | 82.5% | 60.2%+22.4pp | 68.2%+14.4pp | 68.7%+13.9pp |
| Annual return | -1.22% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $695 | $934-25.6% | $1,820-61.8% | $2,203-68.4% |
| Participant deferral / active EE | $3,273 | $2,057+59.2% | $2,822+16.0% | $3,192+2.6% |
| Admin fee / account holder | $618 | $3,268-81.1% | $4,499-86.3% | $4,297-85.6% |