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 | $49,675 | $45,566+9.0% | $64,105-22.5% | $59,632-16.7% |
| Participation rate | 84.6% | 60.2%+24.4pp | 68.2%+16.4pp | 68.7%+15.9pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $771 | $934-17.4% | $1,820-57.6% | $2,203-65.0% |
| Participant deferral / active EE | $2,766 | $2,057+34.5% | $2,822-2.0% | $3,192-13.3% |
| Admin fee / account holder | $2,462 | $3,268-24.7% | $4,499-45.3% | $4,297-42.7% |