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 | $69,686 | $76,000-8.3% | $154,107-54.8% | $64,186+8.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,144 | $3,351+53.5% | $5,298-2.9% | $2,381+116.1% |
| Participant deferral / active EE | $4,397 | $3,175+38.5% | $5,081-13.5% | $3,470+26.7% |
| Admin fee / account holder | $10,952 | $5,596+95.7% | $13,411-18.3% | $4,888+124.1% |