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 | $118,847 | $76,000+56.4% | $154,107-22.9% | $64,186+85.2% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -3.31% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,943 | $3,351-12.2% | $5,298-44.5% | $2,381+23.6% |
| Participant deferral / active EE | $5,922 | $3,175+86.5% | $5,081+16.6% | $3,470+70.7% |
| Admin fee / account holder | $2,338 | $5,596-58.2% | $13,411-82.6% | $4,888-52.2% |