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 | $52,100 | $57,354-9.2% | $83,848-37.9% | $64,186-18.8% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-6.0pp | 69.6%+0.6pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $594 | $2,545-76.7% | $3,631-83.6% | $2,381-75.0% |
| Participant deferral / active EE | $3,406 | $2,993+13.8% | $4,082-16.5% | $3,470-1.8% |
| Admin fee / account holder | $685 | $4,046-83.1% | $5,478-87.5% | $4,888-86.0% |