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 | $78,296 | $95,971-18.4% | $74,550+5.0% | $135,375-42.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.80% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,246 | $2,716-54.1% | $1,961-36.5% | $4,779-73.9% |
| Participant deferral / active EE | $4,927 | $3,843+28.2% | $3,108+58.5% | $5,609-12.2% |
| Admin fee / account holder | $5,228 | $6,522-19.8% | $5,060+3.3% | $10,827-51.7% |