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 | $52,997 | $94,529-43.9% | $140,016-62.1% | $64,186-17.4% |
| Participation rate | 82.4% | 84.1%-1.7pp | 87.5%-5.1pp | 69.6%+12.8pp |
| Annual return | -3.96% | 7.77%-11.7pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,663 | $3,812-56.4% | $5,606-70.3% | $2,381-30.2% |
| Participant deferral / active EE | $2,901 | $5,250-44.7% | $6,927-58.1% | $3,470-16.4% |
| Admin fee / account holder | $800 | $6,741-88.1% | $10,705-92.5% | $4,888-83.6% |