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 | $22,182 | $95,971-76.9% | $74,550-70.2% | $135,375-83.6% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -5.36% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $649 | $2,716-76.1% | $1,961-66.9% | $4,779-86.4% |
| Participant deferral / active EE | $3,253 | $3,843-15.4% | $3,108+4.7% | $5,609-42.0% |
| Admin fee / account holder | $734 | $6,522-88.7% | $5,060-85.5% | $10,827-93.2% |