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 | $89,022 | $72,404+23.0% | $110,238-19.2% | $64,186+38.7% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.5pp |
| Annual return | -7.67% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,601 | $2,282+14.0% | $3,826-32.0% | $2,381+9.2% |
| Participant deferral / active EE | $5,875 | $3,469+69.3% | $4,672+25.8% | $3,470+69.3% |
| Admin fee / account holder | $1,141 | $5,664-79.9% | $8,547-86.6% | $4,888-76.7% |