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 | $22,844 | $82,664-72.4% | $125,339-81.8% | $68,494-66.6% |
| Participation rate | 79.2% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -18.16% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,916 | $3,381-43.3% | $4,814-60.2% | $2,596-26.2% |
| Participant deferral / active EE | $4,403 | $6,110-27.9% | $7,446-40.9% | $4,027+9.3% |
| Admin fee / account holder | $2,686 | $6,275-57.2% | $10,010-73.2% | $5,403-50.3% |