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 | $73,080 | $94,529-22.7% | $140,016-47.8% | $64,186+13.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -6.85% | 7.77%-14.6pp | 651.12%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $10,194 | $3,812+167.4% | $5,606+81.9% | $2,381+328.2% |
| Participant deferral / active EE | $13,074 | $5,250+149.0% | $6,927+88.7% | $3,470+276.8% |
| Admin fee / account holder | $3,819 | $6,741-43.3% | $10,705-64.3% | $4,888-21.9% |