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 | $18,898 | $76,000-75.1% | $154,107-87.7% | $64,186-70.6% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.7pp | 69.6%+15.2pp |
| Annual return | -7.22% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,215 | $3,351-33.9% | $5,298-58.2% | $2,381-7.0% |
| Participant deferral / active EE | $908 | $3,175-71.4% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $2,942 | $5,596-47.4% | $13,411-78.1% | $4,888-39.8% |