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 | $23,274 | $84,527-72.5% | $67,711-65.6% | $125,391-81.4% |
| Participation rate | 86.7% | 74.8%+11.9pp | 67.5%+19.1pp | 83.2%+3.5pp |
| Annual return | -1.01% | 2.57%-3.6pp | 25.41%-26.4pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,684 | $3,292-48.8% | $2,559-34.2% | $4,866-65.4% |
| Participant deferral / active EE | $2,906 | $4,429-34.4% | $3,585-18.9% | $5,352-45.7% |
| Admin fee / account holder | $8,733 | $5,340+63.5% | $4,255+105.3% | $9,540-8.5% |