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 | $50,416 | $76,000-33.7% | $154,107-67.3% | $64,186-21.5% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-8.9pp | 69.6%+4.5pp |
| Annual return | -5.67% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,418 | $3,351-57.7% | $5,298-73.2% | $2,381-40.4% |
| Participant deferral / active EE | $2,665 | $3,175-16.1% | $5,081-47.5% | $3,470-23.2% |
| Admin fee / account holder | $1,936 | $5,596-65.4% | $13,411-85.6% | $4,888-60.4% |