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 | $118,272 | $76,000+55.6% | $154,107-23.3% | $64,186+84.3% |
| Participation rate | 71.0% | 70.4%+0.6pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,996 | $3,351-40.4% | $5,298-62.3% | $2,381-16.2% |
| Participant deferral / active EE | $2,828 | $3,175-10.9% | $5,081-44.3% | $3,470-18.5% |
| Admin fee / account holder | $3,368 | $5,596-39.8% | $13,411-74.9% | $4,888-31.1% |