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 | $42,660 | $57,354-25.6% | $83,848-49.1% | $64,186-33.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.32% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,015 | $2,545+57.8% | $3,631+10.6% | $2,381+68.7% |
| Participant deferral / active EE | $2,456 | $2,993-17.9% | $4,082-39.8% | $3,470-29.2% |
| Admin fee / account holder | $4,424 | $4,046+9.3% | $5,478-19.2% | $4,888-9.5% |