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 | $31,556 | $57,354-45.0% | $83,848-62.4% | $64,186-50.8% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -7.26% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,935 | $2,545+15.3% | $3,631-19.2% | $2,381+23.3% |
| Participant deferral / active EE | $3,102 | $2,993+3.6% | $4,082-24.0% | $3,470-10.6% |
| Admin fee / account holder | $838 | $4,046-79.3% | $5,478-84.7% | $4,888-82.9% |