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 | $45,926 | $76,000-39.6% | $154,107-70.2% | $64,186-28.4% |
| Participation rate | 92.7% | 70.4%+22.3pp | 83.0%+9.6pp | 69.6%+23.1pp |
| Annual return | -5.76% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,272 | $3,351-32.2% | $5,298-57.1% | $2,381-4.6% |
| Participant deferral / active EE | $2,507 | $3,175-21.1% | $5,081-50.7% | $3,470-27.8% |
| Admin fee / account holder | $557 | $5,596-90.0% | $13,411-95.8% | $4,888-88.6% |