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 | $36,222 | $82,630-56.2% | $64,105-43.5% | $125,391-71.1% |
| Participation rate | 76.5% | 75.9%+0.6pp | 68.2%+8.3pp | 83.2%-6.7pp |
| Annual return | 2.06% | 1489.72%-1487.7pp | 791.24%-789.2pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,294 | $2,671-51.6% | $1,820-28.9% | $4,866-73.4% |
| Participant deferral / active EE | $1,390 | $3,608-61.5% | $2,822-50.7% | $5,352-74.0% |
| Admin fee / account holder | $821 | $6,382-87.1% | $4,499-81.8% | $9,540-91.4% |