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 | $19,111 | $45,152-57.7% | $73,843-74.1% | $59,632-68.0% |
| Participation rate | 87.8% | 64.0%+23.8pp | 73.4%+14.4pp | 68.7%+19.1pp |
| Annual return | 1.07% | 27.40%-26.3pp | 2267.84%-2266.8pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,923 | $1,902+1.1% | $2,787-31.0% | $2,203-12.7% |
| Participant deferral / active EE | $1,413 | $2,574-45.1% | $3,583-60.6% | $3,192-55.7% |
| Admin fee / account holder | $1,446 | $3,516-58.9% | $4,880-70.4% | $4,297-66.3% |