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 | $22,623 | $43,723-48.3% | $121,196-81.3% | $64,186-64.8% |
| Participation rate | 81.3% | 58.3%+22.9pp | 71.7%+9.5pp | 69.6%+11.7pp |
| Annual return | -5.95% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $913 | $1,296-29.6% | $4,022-77.3% | $2,381-61.7% |
| Participant deferral / active EE | $3,322 | $2,280+45.7% | $3,344-0.7% | $3,470-4.3% |
| Admin fee / account holder | $855 | $3,501-75.6% | $5,019-83.0% | $4,888-82.5% |