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 | $30,825 | $56,199-45.1% | $67,652-54.4% | $59,632-48.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.50% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $439 | $1,614-72.8% | $2,266-80.6% | $2,203-80.1% |
| Participant deferral / active EE | $1,835 | $2,844-35.5% | $3,560-48.4% | $3,192-42.5% |
| Admin fee / account holder | $1,749 | $3,958-55.8% | $4,821-63.7% | $4,297-59.3% |