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 | $25,234 | $82,664-69.5% | $125,339-79.9% | $68,494-63.2% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,005 | $3,381-11.1% | $4,814-37.6% | $2,596+15.7% |
| Participant deferral / active EE | $5,567 | $6,110-8.9% | $7,446-25.2% | $4,027+38.2% |
| Admin fee / account holder | $961 | $6,275-84.7% | $10,010-90.4% | $5,403-82.2% |