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 6-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 | $24,944 | $45,863-45.6% | $77,024-67.6% | $68,494-63.6% |
| Participation rate | 74.4% | 55.9%+18.5pp | 67.9%+6.5pp | 67.9%+6.5pp |
| Annual return | -5.95% | 1.72%-7.7pp | 42.32%-48.3pp | -7.84%+1.9pp |
| Employer contribution / active EE | $9,176 | $1,650+456.3% | $2,812+226.3% | $2,596+253.4% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,133 | $3,041+3.0% | $5,425-42.3% | $5,403-42.0% |