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 | $48,076 | $76,000-36.7% | $154,107-68.8% | $64,186-25.1% |
| Participation rate | 73.1% | 70.4%+2.7pp | 83.0%-10.0pp | 69.6%+3.5pp |
| Annual return | -5.54% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,909 | $3,351-43.0% | $5,298-64.0% | $2,381-19.8% |
| Participant deferral / active EE | $2,926 | $3,175-7.8% | $5,081-42.4% | $3,470-15.7% |
| Admin fee / account holder | $14,875 | $5,596+165.8% | $13,411+10.9% | $4,888+204.3% |