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 | $102,536 | $76,000+34.9% | $154,107-33.5% | $64,186+59.7% |
| Participation rate | 79.1% | 70.4%+8.7pp | 83.0%-4.0pp | 69.6%+9.5pp |
| Annual return | -6.63% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $485 | $3,351-85.5% | $5,298-90.8% | $2,381-79.6% |
| Participant deferral / active EE | $5,699 | $3,175+79.5% | $5,081+12.2% | $3,470+64.3% |
| Admin fee / account holder | $4,881 | $5,596-12.8% | $13,411-63.6% | $4,888-0.1% |