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 | $70,414 | $49,177+43.2% | $79,464-11.4% | $64,186+9.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.41% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,276 | $2,076+105.9% | $2,800+52.7% | $2,381+79.6% |
| Participant deferral / active EE | $3,306 | $2,821+17.2% | $3,704-10.7% | $3,470-4.7% |
| Admin fee / account holder | $1,299 | $3,839-66.2% | $5,113-74.6% | $4,888-73.4% |