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 | $17,937 | $86,699-79.3% | $73,307-75.5% | $125,391-85.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 74.9%+10.8pp | 83.2%+2.5pp |
| Annual return | -2.12% | 2.78%-4.9pp | 5.67%-7.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,715 | $4,152-58.7% | $3,237-47.0% | $4,866-64.8% |
| Participant deferral / active EE | $3,566 | $5,550-35.7% | $4,991-28.5% | $5,352-33.4% |
| Admin fee / account holder | $6,056 | $7,771-22.1% | $5,637+7.4% | $9,540-36.5% |