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 9-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 | $42,256 | $76,000-44.4% | $154,107-72.6% | $64,186-34.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -5.78% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,980 | $3,351-11.1% | $5,298-43.7% | $2,381+25.2% |
| Participant deferral / active EE | $4,938 | $3,175+55.5% | $5,081-2.8% | $3,470+42.3% |
| Admin fee / account holder | $11,415 | $5,596+104.0% | $13,411-14.9% | $4,888+133.5% |