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 | $26,615 | $76,000-65.0% | $154,107-82.7% | $64,186-58.5% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -5.58% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,492 | $3,351-55.5% | $5,298-71.8% | $2,381-37.3% |
| Participant deferral / active EE | $4,887 | $3,175+53.9% | $5,081-3.8% | $3,470+40.8% |
| Admin fee / account holder | $8,332 | $5,596+48.9% | $13,411-37.9% | $4,888+70.5% |