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 | $26,407 | $82,664-68.1% | $125,339-78.9% | $68,494-61.4% |
| Participation rate | 73.5% | 75.0%-1.6pp | 82.4%-8.9pp | 67.9%+5.6pp |
| Annual return | -10.25% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,224 | $3,381-34.2% | $4,814-53.8% | $2,596-14.3% |
| Participant deferral / active EE | $5,155 | $6,110-15.6% | $7,446-30.8% | $4,027+28.0% |
| Admin fee / account holder | $4,775 | $6,275-23.9% | $10,010-52.3% | $5,403-11.6% |