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 | $34,071 | $76,000-55.2% | $154,107-77.9% | $64,186-46.9% |
| Participation rate | 76.2% | 70.4%+5.8pp | 83.0%-6.8pp | 69.6%+6.6pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $901 | $3,351-73.1% | $5,298-83.0% | $2,381-62.1% |
| Participant deferral / active EE | $3,277 | $3,175+3.2% | $5,081-35.5% | $3,470-5.6% |
| Admin fee / account holder | $11,317 | $5,596+102.2% | $13,411-15.6% | $4,888+131.5% |