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 | $19,212 | $76,000-74.7% | $154,107-87.5% | $64,186-70.1% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | -3.31% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,500 | $3,351-55.2% | $5,298-71.7% | $2,381-37.0% |
| Participant deferral / active EE | $1,913 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $760 | $5,596-86.4% | $13,411-94.3% | $4,888-84.5% |