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 | $65,559 | $76,000-13.7% | $154,107-57.5% | $64,186+2.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -3.77% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,310 | $3,351-1.2% | $5,298-37.5% | $2,381+39.0% |
| Participant deferral / active EE | $8,054 | $3,175+153.7% | $5,081+58.5% | $3,470+132.1% |
| Admin fee / account holder | $20,044 | $5,596+258.2% | $13,411+49.5% | $4,888+310.1% |