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 | $74,168 | $57,354+29.3% | $83,848-11.5% | $64,186+15.6% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | -5.86% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $949 | $2,545-62.7% | $3,631-73.9% | $2,381-60.1% |
| Participant deferral / active EE | $9,795 | $2,993+227.3% | $4,082+140.0% | $3,470+182.3% |
| Admin fee / account holder | $1,221 | $4,046-69.8% | $5,478-77.7% | $4,888-75.0% |