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 | $27,281 | $78,694-65.3% | $67,652-59.7% | $125,391-78.2% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -1.17% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,072 | $3,044+0.9% | $2,266+35.6% | $4,866-36.9% |
| Participant deferral / active EE | $3,621 | $4,292-15.6% | $3,560+1.7% | $5,352-32.3% |
| Admin fee / account holder | $601 | $7,403-91.9% | $4,821-87.5% | $9,540-93.7% |