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 | $49,031 | $49,177-0.3% | $79,464-38.3% | $64,186-23.6% |
| Participation rate | 89.7% | 65.0%+24.6pp | 73.3%+16.3pp | 69.6%+20.1pp |
| Annual return | -4.78% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,161 | $2,076-44.1% | $2,800-58.6% | $2,381-51.3% |
| Participant deferral / active EE | $3,189 | $2,821+13.0% | $3,704-13.9% | $3,470-8.1% |
| Admin fee / account holder | $1,651 | $3,839-57.0% | $5,113-67.7% | $4,888-66.2% |