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 | $43,730 | $76,000-42.5% | $154,107-71.6% | $64,186-31.9% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -6.62% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,462 | $3,351-26.5% | $5,298-53.5% | $2,381+3.4% |
| Participant deferral / active EE | $5,977 | $3,175+88.2% | $5,081+17.6% | $3,470+72.3% |
| Admin fee / account holder | $1,226 | $5,596-78.1% | $13,411-90.9% | $4,888-74.9% |