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 | $52,339 | $72,404-27.7% | $110,238-52.5% | $64,186-18.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.6%+8.6pp |
| Annual return | -7.18% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,155 | $2,282-49.4% | $3,826-69.8% | $2,381-51.5% |
| Participant deferral / active EE | $5,513 | $3,469+58.9% | $4,672+18.0% | $3,470+58.9% |
| Admin fee / account holder | $605 | $5,664-89.3% | $8,547-92.9% | $4,888-87.6% |