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 | $36,072 | $57,354-37.1% | $83,848-57.0% | $64,186-43.8% |
| Participation rate | 74.4% | 68.6%+5.8pp | 76.1%-1.8pp | 69.6%+4.8pp |
| Annual return | -8.30% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,465 | $2,545-3.2% | $3,631-32.1% | $2,381+3.5% |
| Participant deferral / active EE | $4,608 | $2,993+54.0% | $4,082+12.9% | $3,470+32.8% |
| Admin fee / account holder | $4,655 | $4,046+15.1% | $5,478-15.0% | $4,888-4.8% |