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 | $77,751 | $94,529-17.7% | $140,016-44.5% | $64,186+21.1% |
| Participation rate | 78.4% | 84.1%-5.7pp | 87.5%-9.1pp | 69.6%+8.9pp |
| Annual return | -6.76% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,302 | $3,812-39.6% | $5,606-58.9% | $2,381-3.3% |
| Participant deferral / active EE | $4,984 | $5,250-5.1% | $6,927-28.0% | $3,470+43.7% |
| Admin fee / account holder | $585 | $6,741-91.3% | $10,705-94.5% | $4,888-88.0% |