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 | $25,834 | $77,813-66.8% | $123,544-79.1% | $64,186-59.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.34% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,906 | $3,014-3.6% | $4,628-37.2% | $2,381+22.0% |
| Participant deferral / active EE | $3,955 | $5,240-24.5% | $6,426-38.5% | $3,470+14.0% |
| Admin fee / account holder | $1,192 | $5,519-78.4% | $9,284-87.2% | $4,888-75.6% |