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 | $98,738 | $94,529+4.5% | $140,016-29.5% | $64,186+53.8% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -2.85% | 7.77%-10.6pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,085 | $3,812-19.1% | $5,606-45.0% | $2,381+29.6% |
| Participant deferral / active EE | $9,624 | $5,250+83.3% | $6,927+38.9% | $3,470+177.4% |
| Admin fee / account holder | $5,775 | $6,741-14.3% | $10,705-46.1% | $4,888+18.2% |