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 | $36,713 | $45,152-18.7% | $73,843-50.3% | $59,632-38.4% |
| Participation rate | 97.0% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.3pp |
| Annual return | -1.34% | 27.40%-28.7pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $349 | $1,902-81.7% | $2,787-87.5% | $2,203-84.2% |
| Participant deferral / active EE | $2,090 | $2,574-18.8% | $3,583-41.7% | $3,192-34.5% |
| Admin fee / account holder | $397 | $3,516-88.7% | $4,880-91.9% | $4,297-90.8% |