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 | $42,549 | $30,732+38.4% | $59,496-28.5% | $59,632-28.6% |
| Participation rate | 84.8% | 43.2%+41.6pp | 54.6%+30.3pp | 68.7%+16.1pp |
| Annual return | -0.06% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $4,899 | $631+676.7% | $1,153+324.9% | $2,203+122.4% |
| Participant deferral / active EE | $4,288 | $1,183+262.5% | $1,829+134.4% | $3,192+34.3% |
| Admin fee / account holder | $2,197 | $2,136+2.8% | $2,232-1.6% | $4,297-48.9% |