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 | $38,174 | $76,000-49.8% | $154,107-75.2% | $64,186-40.5% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $903 | $3,351-73.1% | $5,298-83.0% | $2,381-62.1% |
| Participant deferral / active EE | $3,593 | $3,175+13.1% | $5,081-29.3% | $3,470+3.5% |
| Admin fee / account holder | $386 | $5,596-93.1% | $13,411-97.1% | $4,888-92.1% |