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 | $34,339 | $76,000-54.8% | $154,107-77.7% | $64,186-46.5% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | -7.93% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,140 | $3,351-66.0% | $5,298-78.5% | $2,381-52.1% |
| Participant deferral / active EE | $4,964 | $3,175+56.3% | $5,081-2.3% | $3,470+43.1% |
| Admin fee / account holder | $1,933 | $5,596-65.5% | $13,411-85.6% | $4,888-60.5% |