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 | $29,257 | $95,971-69.5% | $74,550-60.8% | $135,375-78.4% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -3.16% | 56.96%-60.1pp | 32.53%-35.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,585 | $2,716-41.7% | $1,961-19.2% | $4,779-66.8% |
| Participant deferral / active EE | $2,846 | $3,843-25.9% | $3,108-8.4% | $5,609-49.3% |
| Admin fee / account holder | $767 | $6,522-88.2% | $5,060-84.9% | $10,827-92.9% |