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 | $88,801 | $72,404+22.6% | $110,238-19.4% | $64,186+38.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.97% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,421 | $2,282+6.1% | $3,826-36.7% | $2,381+1.7% |
| Participant deferral / active EE | $4,752 | $3,469+37.0% | $4,672+1.7% | $3,470+37.0% |
| Admin fee / account holder | $766 | $5,664-86.5% | $8,547-91.0% | $4,888-84.3% |