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 | $115,818 | $76,000+52.4% | $154,107-24.8% | $64,186+80.4% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,294 | $3,351-31.5% | $5,298-56.7% | $2,381-3.7% |
| Participant deferral / active EE | $6,543 | $3,175+106.1% | $5,081+28.8% | $3,470+88.6% |
| Admin fee / account holder | $16,644 | $5,596+197.4% | $13,411+24.1% | $4,888+240.5% |