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 | $74,579 | $76,000-1.9% | $154,107-51.6% | $64,186+16.2% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | -4.99% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,377 | $3,351-58.9% | $5,298-74.0% | $2,381-42.2% |
| Participant deferral / active EE | $5,507 | $3,175+73.4% | $5,081+8.4% | $3,470+58.7% |
| Admin fee / account holder | $18,624 | $5,596+232.8% | $13,411+38.9% | $4,888+281.0% |