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 | $20,770 | $75,828-72.6% | $147,614-85.9% | $59,632-65.2% |
| Participation rate | 91.8% | 71.6%+20.2pp | 84.6%+7.1pp | 68.7%+23.1pp |
| Annual return | -1.29% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $970 | $3,485-72.2% | $5,564-82.6% | $2,203-56.0% |
| Participant deferral / active EE | $2,512 | $3,130-19.8% | $4,895-48.7% | $3,192-21.3% |
| Admin fee / account holder | $4,054 | $5,985-32.3% | $11,611-65.1% | $4,297-5.6% |