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 | $59,454 | $75,828-21.6% | $147,614-59.7% | $59,632-0.3% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | -0.50% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,814 | $3,485-48.0% | $5,564-67.4% | $2,203-17.7% |
| Participant deferral / active EE | $5,154 | $3,130+64.6% | $4,895+5.3% | $3,192+61.5% |
| Admin fee / account holder | $1,459 | $5,985-75.6% | $11,611-87.4% | $4,297-66.1% |