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 | $20,787 | $76,000-72.6% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 77.6% | 70.4%+7.2pp | 83.0%-5.4pp | 69.6%+8.1pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $644 | $3,351-80.8% | $5,298-87.8% | $2,381-73.0% |
| Participant deferral / active EE | $1,162 | $3,175-63.4% | $5,081-77.1% | $3,470-66.5% |
| Admin fee / account holder | $1,565 | $5,596-72.0% | $13,411-88.3% | $4,888-68.0% |