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 9-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 | $39,108 | $76,000-48.5% | $154,107-74.6% | $64,186-39.1% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,146 | $3,351-65.8% | $5,298-78.4% | $2,381-51.9% |
| Participant deferral / active EE | $2,498 | $3,175-21.3% | $5,081-50.8% | $3,470-28.0% |
| Admin fee / account holder | $2,141 | $5,596-61.7% | $13,411-84.0% | $4,888-56.2% |