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 | $42,066 | $43,723-3.8% | $121,196-65.3% | $64,186-34.5% |
| Participation rate | 73.3% | 58.3%+15.0pp | 71.7%+1.6pp | 69.6%+3.8pp |
| Annual return | -7.80% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,003 | $1,296-22.6% | $4,022-75.1% | $2,381-57.9% |
| Participant deferral / active EE | $3,737 | $2,280+63.9% | $3,344+11.7% | $3,470+7.7% |
| Admin fee / account holder | $1,610 | $3,501-54.0% | $5,019-67.9% | $4,888-67.1% |