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 | $34,530 | $32,117+7.5% | $71,086-51.4% | $64,186-46.2% |
| Participation rate | 77.9% | 42.7%+35.2pp | 54.7%+23.2pp | 69.6%+8.3pp |
| Annual return | -6.23% | -5.57%-0.7pp | 650.59%-656.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $395 | $712-44.5% | $1,088-63.7% | $2,381-83.4% |
| Participant deferral / active EE | $2,978 | $1,263+135.8% | $1,874+58.9% | $3,470-14.2% |
| Admin fee / account holder | $1,947 | $2,759-29.4% | $3,082-36.8% | $4,888-60.2% |