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 | $28,400 | $45,152-37.1% | $73,843-61.5% | $59,632-52.4% |
| Participation rate | 71.6% | 64.0%+7.6pp | 73.4%-1.8pp | 68.7%+3.0pp |
| Annual return | -1.67% | 27.40%-29.1pp | 2267.84%-2269.5pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $738 | $1,902-61.2% | $2,787-73.5% | $2,203-66.5% |
| Participant deferral / active EE | $1,419 | $2,574-44.9% | $3,583-60.4% | $3,192-55.5% |
| Admin fee / account holder | $614 | $3,516-82.5% | $4,880-87.4% | $4,297-85.7% |