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 | $47,896 | $94,529-49.3% | $140,016-65.8% | $64,186-25.4% |
| Participation rate | 76.2% | 84.1%-7.9pp | 87.5%-11.3pp | 69.6%+6.6pp |
| Annual return | -6.03% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,438 | $3,812-9.8% | $5,606-38.7% | $2,381+44.4% |
| Participant deferral / active EE | $5,154 | $5,250-1.8% | $6,927-25.6% | $3,470+48.5% |
| Admin fee / account holder | $3,553 | $6,741-47.3% | $10,705-66.8% | $4,888-27.3% |