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 | $22,519 | $75,828-70.3% | $147,614-84.7% | $59,632-62.2% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | -2.17% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,956 | $3,485-43.9% | $5,564-64.9% | $2,203-11.2% |
| Participant deferral / active EE | $2,920 | $3,130-6.7% | $4,895-40.4% | $3,192-8.5% |
| Admin fee / account holder | $1,865 | $5,985-68.8% | $11,611-83.9% | $4,297-56.6% |