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 | $41,592 | $32,117+29.5% | $71,086-41.5% | $64,186-35.2% |
| Participation rate | 78.5% | 42.7%+35.8pp | 54.7%+23.8pp | 69.6%+8.9pp |
| Annual return | -7.73% | -5.57%-2.2pp | 650.59%-658.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,554 | $712+118.1% | $1,088+42.8% | $2,381-34.7% |
| Participant deferral / active EE | $1,884 | $1,263+49.2% | $1,874+0.5% | $3,470-45.7% |
| Admin fee / account holder | $2,637 | $2,759-4.4% | $3,082-14.4% | $4,888-46.1% |