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 | $76,088 | $76,000+0.1% | $154,107-50.6% | $64,186+18.5% |
| Participation rate | 79.7% | 70.4%+9.2pp | 83.0%-3.4pp | 69.6%+10.1pp |
| Annual return | -4.61% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $449 | $3,351-86.6% | $5,298-91.5% | $2,381-81.2% |
| Participant deferral / active EE | $2,155 | $3,175-32.1% | $5,081-57.6% | $3,470-37.9% |
| Admin fee / account holder | $3,399 | $5,596-39.3% | $13,411-74.7% | $4,888-30.5% |