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 | $32,463 | $76,000-57.3% | $154,107-78.9% | $64,186-49.4% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,648 | $3,351-21.0% | $5,298-50.0% | $2,381+11.2% |
| Participant deferral / active EE | $4,338 | $3,175+36.6% | $5,081-14.6% | $3,470+25.0% |
| Admin fee / account holder | $1,103 | $5,596-80.3% | $13,411-91.8% | $4,888-77.4% |