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 | $31,616 | $76,000-58.4% | $154,107-79.5% | $64,186-50.7% |
| Participation rate | 76.3% | 70.4%+5.9pp | 83.0%-6.7pp | 69.6%+6.8pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,467 | $3,351-56.2% | $5,298-72.3% | $2,381-38.4% |
| Participant deferral / active EE | $2,052 | $3,175-35.4% | $5,081-59.6% | $3,470-40.8% |
| Admin fee / account holder | $2,343 | $5,596-58.1% | $13,411-82.5% | $4,888-52.1% |