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 | $42,243 | $76,000-44.4% | $154,107-72.6% | $64,186-34.2% |
| Participation rate | 82.8% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.2pp |
| Annual return | -5.22% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,711 | $3,351-19.1% | $5,298-48.8% | $2,381+13.9% |
| Participant deferral / active EE | $5,444 | $3,175+71.5% | $5,081+7.2% | $3,470+56.9% |
| Admin fee / account holder | $911 | $5,596-83.7% | $13,411-93.2% | $4,888-81.4% |