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 | $43,927 | $57,354-23.4% | $83,848-47.6% | $64,186-31.6% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-5.9pp | 69.6%+0.6pp |
| Annual return | -5.97% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,270 | $2,545-10.8% | $3,631-37.5% | $2,381-4.6% |
| Participant deferral / active EE | $4,247 | $2,993+41.9% | $4,082+4.0% | $3,470+22.4% |
| Admin fee / account holder | $8,470 | $4,046+109.4% | $5,478+54.6% | $4,888+73.3% |