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 | $34,995 | $59,107-40.8% | $86,436-59.5% | $68,494-48.9% |
| Participation rate | 83.9% | 75.2%+8.6pp | 80.3%+3.5pp | 67.9%+16.0pp |
| Annual return | -14.10% | -0.23%-13.9pp | 4394.89%-4409.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,183 | $2,519-13.3% | $3,769-42.1% | $2,596-15.9% |
| Participant deferral / active EE | $7,051 | $5,901+19.5% | $6,952+1.4% | $4,027+75.1% |
| Admin fee / account holder | $13,839 | $5,637+145.5% | $6,731+105.6% | $5,403+156.1% |