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 | $66,457 | $76,000-12.6% | $154,107-56.9% | $64,186+3.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | 0.38% | 30.32%-29.9pp | 735.12%-734.7pp | 7.63%-7.3pp |
| Employer contribution / active EE | $2,988 | $3,351-10.8% | $5,298-43.6% | $2,381+25.5% |
| Participant deferral / active EE | $6,614 | $3,175+108.3% | $5,081+30.2% | $3,470+90.6% |
| Admin fee / account holder | $15,982 | $5,596+185.6% | $13,411+19.2% | $4,888+227.0% |