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 | $107,893 | $76,000+42.0% | $154,107-30.0% | $64,186+68.1% |
| Participation rate | 75.5% | 70.4%+5.1pp | 83.0%-7.5pp | 69.6%+5.9pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,595 | $3,351+37.1% | $5,298-13.3% | $2,381+93.0% |
| Participant deferral / active EE | $4,461 | $3,175+40.5% | $5,081-12.2% | $3,470+28.6% |
| Admin fee / account holder | $1,400 | $5,596-75.0% | $13,411-89.6% | $4,888-71.4% |