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 | $127,568 | $76,000+67.9% | $154,107-17.2% | $64,186+98.7% |
| Participation rate | 70.5% | 70.4%+0.1pp | 83.0%-12.5pp | 69.6%+0.9pp |
| Annual return | -3.12% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.8pp |
| Employer contribution / active EE | $879 | $3,351-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $4,196 | $3,175+32.2% | $5,081-17.4% | $3,470+20.9% |
| Admin fee / account holder | $8,123 | $5,596+45.2% | $13,411-39.4% | $4,888+66.2% |