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 | $13,827 | $75,828-81.8% | $147,614-90.6% | $59,632-76.8% |
| Participation rate | 70.1% | 71.6%-1.4pp | 84.6%-14.5pp | 68.7%+1.5pp |
| Annual return | -1.65% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $984 | $3,485-71.8% | $5,564-82.3% | $2,203-55.3% |
| Participant deferral / active EE | $2,332 | $3,130-25.5% | $4,895-52.4% | $3,192-26.9% |
| Admin fee / account holder | $2,228 | $5,985-62.8% | $11,611-80.8% | $4,297-48.2% |