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 | $92,937 | $77,813+19.4% | $123,544-24.8% | $64,186+44.8% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -5.03% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,795 | $3,014-40.4% | $4,628-61.2% | $2,381-24.6% |
| Participant deferral / active EE | $5,431 | $5,240+3.6% | $6,426-15.5% | $3,470+56.5% |
| Admin fee / account holder | $9,104 | $5,519+65.0% | $9,284-1.9% | $4,888+86.2% |