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 3-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 | $18,921 | $61,789-69.4% | $97,167-80.5% | $80,874-76.6% |
| Participation rate | 72.5% | 63.5%+9.1pp | 72.7%-0.1pp | 67.6%+4.9pp |
| Annual return | 19.72% | -557.90%+577.6pp | 75.27%-55.6pp | 35.62%-15.9pp |
| Employer contribution / active EE | $3,908 | $1,837+112.8% | $2,729+43.2% | $2,756+41.8% |
| Participant deferral / active EE | $2,204 | $3,028-27.2% | $4,264-48.3% | $4,297-48.7% |
| Admin fee / account holder | $1,702 | $5,168-67.1% | $5,650-69.9% | $6,935-75.5% |