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 | $47,823 | $90,600-47.2% | $79,464-39.8% | $135,375-64.7% |
| Participation rate | 84.2% | 76.0%+8.2pp | 73.3%+10.9pp | 82.6%+1.6pp |
| Annual return | -5.53% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,725 | $3,068-11.2% | $2,800-2.7% | $4,779-43.0% |
| Participant deferral / active EE | $3,684 | $4,050-9.0% | $3,704-0.5% | $5,609-34.3% |
| Admin fee / account holder | $2,181 | $5,907-63.1% | $5,113-57.3% | $10,827-79.9% |