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 | $73,788 | $76,000-2.9% | $154,107-52.1% | $64,186+15.0% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,140 | $3,351-36.1% | $5,298-59.6% | $2,381-10.1% |
| Participant deferral / active EE | $4,961 | $3,175+56.2% | $5,081-2.4% | $3,470+43.0% |
| Admin fee / account holder | $13,720 | $5,596+145.2% | $13,411+2.3% | $4,888+180.7% |