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 | $37,313 | $45,566-18.1% | $64,105-41.8% | $59,632-37.4% |
| Participation rate | 94.7% | 60.2%+34.6pp | 68.2%+26.6pp | 68.7%+26.1pp |
| Annual return | -1.02% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,252 | $934+34.0% | $1,820-31.2% | $2,203-43.2% |
| Participant deferral / active EE | $3,135 | $2,057+52.4% | $2,822+11.1% | $3,192-1.8% |
| Admin fee / account holder | $552 | $3,268-83.1% | $4,499-87.7% | $4,297-87.2% |