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 | $18,761 | $49,177-61.9% | $79,464-76.4% | $64,186-70.8% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -2.74% | -1.16%-1.6pp | 718.14%-720.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,436 | $2,076+17.3% | $2,800-13.0% | $2,381+2.3% |
| Participant deferral / active EE | $4,049 | $2,821+43.5% | $3,704+9.3% | $3,470+16.7% |
| Admin fee / account holder | $2,248 | $3,839-41.5% | $5,113-56.0% | $4,888-54.0% |