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 | $25,932 | $197,825-86.9% | $155,790-83.4% | $125,391-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.92% | 86.74%-87.7pp | 71.54%-72.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,635 | $4,847-45.6% | $3,836-31.3% | $4,866-45.9% |
| Participant deferral / active EE | $1,156 | $5,630-79.5% | $4,797-75.9% | $5,352-78.4% |
| Admin fee / account holder | $2,575 | $9,545-73.0% | $7,478-65.6% | $9,540-73.0% |