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 | $14,768 | $76,000-80.6% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | 0.54% | 30.32%-29.8pp | 735.12%-734.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,520 | $3,351-24.8% | $5,298-52.4% | $2,381+5.8% |
| Participant deferral / active EE | $3,238 | $3,175+2.0% | $5,081-36.3% | $3,470-6.7% |
| Admin fee / account holder | $847 | $5,596-84.9% | $13,411-93.7% | $4,888-82.7% |