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 | $16,502 | $57,354-71.2% | $83,848-80.3% | $64,186-74.3% |
| Participation rate | 73.4% | 68.6%+4.8pp | 76.1%-2.7pp | 69.6%+3.8pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,548 | $2,545-39.2% | $3,631-57.4% | $2,381-35.0% |
| Participant deferral / active EE | $2,325 | $2,993-22.3% | $4,082-43.0% | $3,470-33.0% |
| Admin fee / account holder | $358 | $4,046-91.1% | $5,478-93.5% | $4,888-92.7% |