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 | $25,906 | $75,828-65.8% | $147,614-82.4% | $59,632-56.6% |
| Participation rate | 73.8% | 71.6%+2.3pp | 84.6%-10.8pp | 68.7%+5.2pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,232 | $3,485-35.9% | $5,564-59.9% | $2,203+1.4% |
| Participant deferral / active EE | $4,700 | $3,130+50.1% | $4,895-4.0% | $3,192+47.3% |
| Admin fee / account holder | $1,479 | $5,985-75.3% | $11,611-87.3% | $4,297-65.6% |