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 | $45,841 | $32,117+42.7% | $71,086-35.5% | $64,186-28.6% |
| Participation rate | 93.9% | 42.7%+51.2pp | 54.7%+39.3pp | 69.6%+24.4pp |
| Annual return | -8.71% | -5.57%-3.1pp | 650.59%-659.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,613 | $712+266.9% | $1,088+140.2% | $2,381+9.7% |
| Participant deferral / active EE | $5,130 | $1,263+306.2% | $1,874+173.7% | $3,470+47.9% |
| Admin fee / account holder | $1,340 | $2,759-51.4% | $3,082-56.5% | $4,888-72.6% |