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 | $98,461 | $49,177+100.2% | $79,464+23.9% | $64,186+53.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.9pp |
| Annual return | -6.33% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,644 | $2,076+268.2% | $2,800+173.0% | $2,381+221.1% |
| Participant deferral / active EE | $8,057 | $2,821+185.6% | $3,704+117.5% | $3,470+132.2% |
| Admin fee / account holder | $3,703 | $3,839-3.5% | $5,113-27.6% | $4,888-24.2% |