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 | $72,115 | $94,529-23.7% | $140,016-48.5% | $64,186+12.4% |
| Participation rate | 78.4% | 84.1%-5.7pp | 87.5%-9.1pp | 69.6%+8.8pp |
| Annual return | -5.16% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,086 | $3,812-45.3% | $5,606-62.8% | $2,381-12.4% |
| Participant deferral / active EE | $3,823 | $5,250-27.2% | $6,927-44.8% | $3,470+10.2% |
| Admin fee / account holder | $391 | $6,741-94.2% | $10,705-96.3% | $4,888-92.0% |