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 | $72,229 | $76,000-5.0% | $154,107-53.1% | $64,186+12.5% |
| Participation rate | 92.7% | 70.4%+22.3pp | 83.0%+9.6pp | 69.6%+23.1pp |
| Annual return | -2.78% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,199 | $3,351-34.4% | $5,298-58.5% | $2,381-7.6% |
| Participant deferral / active EE | $4,059 | $3,175+27.8% | $5,081-20.1% | $3,470+17.0% |
| Admin fee / account holder | $587 | $5,596-89.5% | $13,411-95.6% | $4,888-88.0% |