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 | $81,766 | $76,000+7.6% | $154,107-46.9% | $64,186+27.4% |
| Participation rate | 83.7% | 70.4%+13.3pp | 83.0%+0.6pp | 69.6%+14.1pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,074 | $3,351-38.1% | $5,298-60.9% | $2,381-12.9% |
| Participant deferral / active EE | $3,960 | $3,175+24.7% | $5,081-22.1% | $3,470+14.1% |
| Admin fee / account holder | $5,021 | $5,596-10.3% | $13,411-62.6% | $4,888+2.7% |