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 | $26,691 | $67,331-60.4% | $60,874-56.2% | $134,475-80.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -18.81% | 49.93%-68.7pp | 16.90%-35.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,600 | $3,096+16.2% | $2,701+33.2% | $4,740-24.1% |
| Participant deferral / active EE | $4,305 | $4,538-5.1% | $3,817+12.8% | $6,400-32.7% |
| Admin fee / account holder | $9,688 | $4,582+111.4% | $3,224+200.5% | $11,426-15.2% |