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 | $19,745 | $43,723-54.8% | $121,196-83.7% | $64,186-69.2% |
| Participation rate | 71.1% | 58.3%+12.8pp | 71.7%-0.7pp | 69.6%+1.5pp |
| Annual return | -6.33% | 68.91%-75.2pp | 16.93%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,063 | $1,296-18.0% | $4,022-73.6% | $2,381-55.3% |
| Participant deferral / active EE | $4,193 | $2,280+83.9% | $3,344+25.4% | $3,470+20.9% |
| Admin fee / account holder | $2,044 | $3,501-41.6% | $5,019-59.3% | $4,888-58.2% |