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 | $21,504 | $57,354-62.5% | $83,848-74.4% | $64,186-66.5% |
| Participation rate | 79.2% | 68.6%+10.6pp | 76.1%+3.1pp | 69.6%+9.7pp |
| Annual return | -6.13% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,975 | $2,545-22.4% | $3,631-45.6% | $2,381-17.0% |
| Participant deferral / active EE | $2,193 | $2,993-26.7% | $4,082-46.3% | $3,470-36.8% |
| Admin fee / account holder | $1,325 | $4,046-67.3% | $5,478-75.8% | $4,888-72.9% |