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 | $35,921 | $45,152-20.4% | $73,843-51.4% | $59,632-39.8% |
| Participation rate | 89.7% | 64.0%+25.6pp | 73.4%+16.2pp | 68.7%+21.0pp |
| Annual return | -0.04% | 27.40%-27.4pp | 2267.84%-2267.9pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,603 | $1,902-15.7% | $2,787-42.5% | $2,203-27.2% |
| Participant deferral / active EE | $2,549 | $2,574-1.0% | $3,583-28.9% | $3,192-20.1% |
| Admin fee / account holder | $1,005 | $3,516-71.4% | $4,880-79.4% | $4,297-76.6% |