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 | $92,756 | $76,000+22.0% | $154,107-39.8% | $64,186+44.5% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,623 | $3,351+38.0% | $5,298-12.7% | $2,381+94.2% |
| Participant deferral / active EE | $5,191 | $3,175+63.5% | $5,081+2.2% | $3,470+49.6% |
| Admin fee / account holder | $5,951 | $5,596+6.3% | $13,411-55.6% | $4,888+21.7% |