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 | $20,960 | $76,000-72.4% | $154,107-86.4% | $64,186-67.3% |
| Participation rate | 91.1% | 70.4%+20.7pp | 83.0%+8.1pp | 69.6%+21.5pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,927 | $3,351-42.5% | $5,298-63.6% | $2,381-19.1% |
| Participant deferral / active EE | $4,135 | $3,175+30.2% | $5,081-18.6% | $3,470+19.2% |
| Admin fee / account holder | $992 | $5,596-82.3% | $13,411-92.6% | $4,888-79.7% |