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 | $26,392 | $63,703-58.6% | $93,063-71.6% | $82,448-68.0% |
| Participation rate | 70.8% | 63.8%+7.0pp | 72.1%-1.3pp | 68.1%+2.8pp |
| Annual return | 15.15% | -775.43%+790.6pp | 34.15%-19.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $926 | $1,729-46.4% | $2,476-62.6% | $2,551-63.7% |
| Participant deferral / active EE | $2,986 | $2,919+2.3% | $3,958-24.6% | $4,139-27.9% |
| Admin fee / account holder | $3,563 | $5,982-40.4% | $6,033-40.9% | $7,234-50.8% |