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 | $22,690 | $76,000-70.1% | $154,107-85.3% | $64,186-64.6% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | -6.73% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $894 | $3,351-73.3% | $5,298-83.1% | $2,381-62.5% |
| Participant deferral / active EE | $4,660 | $3,175+46.8% | $5,081-8.3% | $3,470+34.3% |
| Admin fee / account holder | $802 | $5,596-85.7% | $13,411-94.0% | $4,888-83.6% |