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 | $40,345 | $91,538-55.9% | $129,995-69.0% | $75,163-46.3% |
| Participation rate | 82.8% | 71.4%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 15.08% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,546 | $2,845-45.7% | $4,320-64.2% | $2,670-42.1% |
| Participant deferral / active EE | $2,082 | $4,341-52.0% | $5,820-64.2% | $4,125-49.5% |
| Admin fee / account holder | $6,859 | $6,790+1.0% | $10,614-35.4% | $5,651+21.4% |