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 | $16,940 | $57,354-70.5% | $83,848-79.8% | $64,186-73.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.62% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,461 | $2,545+36.0% | $3,631-4.7% | $2,381+45.4% |
| Participant deferral / active EE | $3,082 | $2,993+3.0% | $4,082-24.5% | $3,470-11.2% |
| Admin fee / account holder | $454 | $4,046-88.8% | $5,478-91.7% | $4,888-90.7% |