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 | $27,704 | $93,024-70.2% | $77,024-64.0% | $134,475-79.4% |
| Participation rate | 86.4% | 74.5%+11.9pp | 67.9%+18.5pp | 81.2%+5.1pp |
| Annual return | -16.19% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,228 | $3,418-34.8% | $2,812-20.8% | $4,740-53.0% |
| Participant deferral / active EE | $2,749 | $5,238-47.5% | $4,426-37.9% | $6,400-57.0% |
| Admin fee / account holder | $1,538 | $6,944-77.8% | $5,425-71.6% | $11,426-86.5% |