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 | $31,288 | $56,199-44.3% | $67,652-53.8% | $59,632-47.5% |
| Participation rate | 73.0% | 71.5%+1.5pp | 75.7%-2.7pp | 68.7%+4.3pp |
| Annual return | -0.67% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $687 | $1,614-57.4% | $2,266-69.7% | $2,203-68.8% |
| Participant deferral / active EE | $2,422 | $2,844-14.8% | $3,560-32.0% | $3,192-24.1% |
| Admin fee / account holder | $1,097 | $3,958-72.3% | $4,821-77.3% | $4,297-74.5% |