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 | $50,477 | $95,971-47.4% | $74,550-32.3% | $135,375-62.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.90% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $641 | $2,716-76.4% | $1,961-67.3% | $4,779-86.6% |
| Participant deferral / active EE | $11,541 | $3,843+200.3% | $3,108+271.3% | $5,609+105.8% |
| Admin fee / account holder | $2,848 | $6,522-56.3% | $5,060-43.7% | $10,827-73.7% |