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 | $27,486 | $57,354-52.1% | $83,848-67.2% | $64,186-57.2% |
| Participation rate | 91.2% | 68.6%+22.6pp | 76.1%+15.0pp | 69.6%+21.6pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,428 | $2,545+74.0% | $3,631+21.9% | $2,381+86.0% |
| Participant deferral / active EE | $2,296 | $2,993-23.3% | $4,082-43.8% | $3,470-33.8% |
| Admin fee / account holder | $1,281 | $4,046-68.3% | $5,478-76.6% | $4,888-73.8% |