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 | $29,498 | $43,723-32.5% | $121,196-75.7% | $64,186-54.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.73% | 68.91%-76.6pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,585 | $1,296+22.3% | $4,022-60.6% | $2,381-33.4% |
| Participant deferral / active EE | $2,740 | $2,280+20.2% | $3,344-18.1% | $3,470-21.0% |
| Admin fee / account holder | $798 | $3,501-77.2% | $5,019-84.1% | $4,888-83.7% |