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 | $106,571 | $82,630+29.0% | $64,105+66.2% | $125,391-15.0% |
| Participation rate | 95.7% | 75.9%+19.8pp | 68.2%+27.5pp | 83.2%+12.5pp |
| Annual return | 0.08% | 1489.72%-1489.6pp | 791.24%-791.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,442 | $2,671-46.0% | $1,820-20.8% | $4,866-70.4% |
| Participant deferral / active EE | $2,911 | $3,608-19.3% | $2,822+3.2% | $5,352-45.6% |
| Admin fee / account holder | $5,747 | $6,382-9.9% | $4,499+27.7% | $9,540-39.8% |