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 | $22,484 | $76,000-70.4% | $154,107-85.4% | $64,186-65.0% |
| Participation rate | 71.7% | 70.4%+1.3pp | 83.0%-11.4pp | 69.6%+2.1pp |
| Annual return | -3.27% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,045 | $3,351-68.8% | $5,298-80.3% | $2,381-56.1% |
| Participant deferral / active EE | $2,147 | $3,175-32.4% | $5,081-57.7% | $3,470-38.1% |
| Admin fee / account holder | $5,649 | $5,596+1.0% | $13,411-57.9% | $4,888+15.6% |