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 | $19,327 | $45,566-57.6% | $64,105-69.9% | $59,632-67.6% |
| Participation rate | 88.5% | 60.2%+28.3pp | 68.2%+20.3pp | 68.7%+19.8pp |
| Annual return | -0.46% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $835 | $934-10.6% | $1,820-54.1% | $2,203-62.1% |
| Participant deferral / active EE | $1,104 | $2,057-46.3% | $2,822-60.9% | $3,192-65.4% |
| Admin fee / account holder | $1,353 | $3,268-58.6% | $4,499-69.9% | $4,297-68.5% |