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 | $100,308 | $76,000+32.0% | $154,107-34.9% | $64,186+56.3% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+2.9pp |
| Annual return | -6.63% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,924 | $3,351-42.6% | $5,298-63.7% | $2,381-19.2% |
| Participant deferral / active EE | $4,213 | $3,175+32.7% | $5,081-17.1% | $3,470+21.4% |
| Admin fee / account holder | $9,439 | $5,596+68.7% | $13,411-29.6% | $4,888+93.1% |