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 | $114,093 | $76,000+50.1% | $154,107-26.0% | $64,186+77.8% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -6.42% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,842 | $3,351+14.7% | $5,298-27.5% | $2,381+61.4% |
| Participant deferral / active EE | $7,513 | $3,175+136.6% | $5,081+47.9% | $3,470+116.6% |
| Admin fee / account holder | $990 | $5,596-82.3% | $13,411-92.6% | $4,888-79.7% |