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 | $106,480 | $76,000+40.1% | $154,107-30.9% | $64,186+65.9% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | -6.13% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,246 | $3,351-33.0% | $5,298-57.6% | $2,381-5.6% |
| Participant deferral / active EE | $4,347 | $3,175+36.9% | $5,081-14.4% | $3,470+25.3% |
| Admin fee / account holder | $501 | $5,596-91.0% | $13,411-96.3% | $4,888-89.7% |