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 | $24,263 | $57,354-57.7% | $83,848-71.1% | $64,186-62.2% |
| Participation rate | 91.9% | 68.6%+23.3pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | -5.37% | 11.38%-16.8pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,865 | $2,545-26.7% | $3,631-48.6% | $2,381-21.7% |
| Participant deferral / active EE | $3,317 | $2,993+10.8% | $4,082-18.7% | $3,470-4.4% |
| Admin fee / account holder | $1,154 | $4,046-71.5% | $5,478-78.9% | $4,888-76.4% |