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 | $64,193 | $76,000-15.5% | $154,107-58.3% | $64,1860% |
| Participation rate | 72.3% | 70.4%+1.9pp | 83.0%-10.7pp | 69.6%+2.8pp |
| Annual return | -4.29% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,852 | $3,351-14.9% | $5,298-46.2% | $2,381+19.8% |
| Participant deferral / active EE | $5,272 | $3,175+66.1% | $5,081+3.8% | $3,470+52.0% |
| Admin fee / account holder | $454 | $5,596-91.9% | $13,411-96.6% | $4,888-90.7% |