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 | $51,043 | $49,177+3.8% | $79,464-35.8% | $64,186-20.5% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.8pp | 69.6%+23.6pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,296 | $2,076+10.6% | $2,800-18.0% | $2,381-3.6% |
| Participant deferral / active EE | $3,375 | $2,821+19.6% | $3,704-8.9% | $3,470-2.7% |
| Admin fee / account holder | $1,312 | $3,839-65.8% | $5,113-74.3% | $4,888-73.2% |