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 | $35,637 | $76,000-53.1% | $154,107-76.9% | $64,186-44.5% |
| Participation rate | 78.8% | 70.4%+8.4pp | 83.0%-4.2pp | 69.6%+9.3pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,439 | $3,351-57.1% | $5,298-72.8% | $2,381-39.6% |
| Participant deferral / active EE | $2,919 | $3,175-8.1% | $5,081-42.6% | $3,470-15.9% |
| Admin fee / account holder | $1,253 | $5,596-77.6% | $13,411-90.7% | $4,888-74.4% |