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 | $86,872 | $76,000+14.3% | $154,107-43.6% | $64,186+35.3% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | -6.91% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,979 | $3,351-40.9% | $5,298-62.6% | $2,381-16.9% |
| Participant deferral / active EE | $4,271 | $3,175+34.5% | $5,081-15.9% | $3,470+23.1% |
| Admin fee / account holder | $10,813 | $5,596+93.2% | $13,411-19.4% | $4,888+121.2% |