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 | $41,985 | $76,000-44.8% | $154,107-72.8% | $64,186-34.6% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | -6.28% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,891 | $3,351-13.7% | $5,298-45.4% | $2,381+21.4% |
| Participant deferral / active EE | $5,731 | $3,175+80.5% | $5,081+12.8% | $3,470+65.2% |
| Admin fee / account holder | $2,330 | $5,596-58.4% | $13,411-82.6% | $4,888-52.3% |