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 | $118,547 | $57,354+106.7% | $83,848+41.4% | $64,186+84.7% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -5.58% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $656 | $2,545-74.2% | $3,631-81.9% | $2,381-72.5% |
| Participant deferral / active EE | $5,316 | $2,993+77.6% | $4,082+30.2% | $3,470+53.2% |
| Admin fee / account holder | $10,341 | $4,046+155.6% | $5,478+88.8% | $4,888+111.6% |