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 | $27,326 | $82,286-66.8% | $68,791-60.3% | $134,475-79.7% |
| Participation rate | 78.9% | 75.1%+3.9pp | 69.0%+9.9pp | 81.2%-2.3pp |
| Annual return | -11.90% | -2.19%-9.7pp | -6.38%-5.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $5,562 | $3,301+68.5% | $2,655+109.5% | $4,740+17.3% |
| Participant deferral / active EE | $3,766 | $4,739-20.5% | $3,941-4.4% | $6,400-41.2% |
| Admin fee / account holder | $635 | $6,481-90.2% | $4,932-87.1% | $11,426-94.4% |