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 | $25,827 | $69,010-62.6% | $159,960-83.9% | $68,494-62.3% |
| Participation rate | 85.0% | 65.4%+19.6pp | 78.0%+7.0pp | 67.9%+17.1pp |
| Annual return | -15.12% | -9.65%-5.5pp | 408.60%-423.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,369 | $2,213-38.1% | $4,226-67.6% | $2,596-47.3% |
| Participant deferral / active EE | $2,711 | $4,212-35.6% | $6,182-56.2% | $4,027-32.7% |
| Admin fee / account holder | $3,920 | $4,798-18.3% | $8,698-54.9% | $5,403-27.5% |