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 | $121,621 | $76,000+60.0% | $154,107-21.1% | $64,186+89.5% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -4.80% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,115 | $3,351-66.7% | $5,298-78.9% | $2,381-53.2% |
| Participant deferral / active EE | $3,169 | $3,175-0.2% | $5,081-37.6% | $3,470-8.7% |
| Admin fee / account holder | $537 | $5,596-90.4% | $13,411-96.0% | $4,888-89.0% |