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 | $113,607 | $76,000+49.5% | $154,107-26.3% | $64,186+77.0% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | -2.57% | 30.32%-32.9pp | 735.12%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,072 | $3,351-38.2% | $5,298-60.9% | $2,381-13.0% |
| Participant deferral / active EE | $4,836 | $3,175+52.3% | $5,081-4.8% | $3,470+39.4% |
| Admin fee / account holder | $2,409 | $5,596-57.0% | $13,411-82.0% | $4,888-50.7% |