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 | $82,241 | $76,000+8.2% | $154,107-46.6% | $64,186+28.1% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.2pp |
| Annual return | -1.33% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,478 | $3,351+3.8% | $5,298-34.4% | $2,381+46.1% |
| Participant deferral / active EE | $5,584 | $3,175+75.9% | $5,081+9.9% | $3,470+60.9% |
| Admin fee / account holder | $6,830 | $5,596+22.0% | $13,411-49.1% | $4,888+39.7% |