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 | $16,218 | $76,000-78.7% | $154,107-89.5% | $64,186-74.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,117 | $3,351-36.8% | $5,298-60.0% | $2,381-11.1% |
| Participant deferral / active EE | $1,574 | $3,175-50.4% | $5,081-69.0% | $3,470-54.6% |
| Admin fee / account holder | $802 | $5,596-85.7% | $13,411-94.0% | $4,888-83.6% |