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 | $48,390 | $94,529-48.8% | $140,016-65.4% | $64,186-24.6% |
| Participation rate | 73.9% | 84.1%-10.2pp | 87.5%-13.6pp | 69.6%+4.3pp |
| Annual return | -7.20% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,267 | $3,812+64.4% | $5,606+11.8% | $2,381+163.2% |
| Participant deferral / active EE | $8,982 | $5,250+71.1% | $6,927+29.7% | $3,470+158.9% |
| Admin fee / account holder | $4,784 | $6,741-29.0% | $10,705-55.3% | $4,888-2.1% |