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 | $86,611 | $57,354+51.0% | $83,848+3.3% | $64,186+34.9% |
| Participation rate | 80.6% | 68.6%+12.0pp | 76.1%+4.5pp | 69.6%+11.1pp |
| Annual return | -6.39% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,014 | $2,545-60.1% | $3,631-72.1% | $2,381-57.4% |
| Participant deferral / active EE | $6,141 | $2,993+105.2% | $4,082+50.4% | $3,470+77.0% |
| Admin fee / account holder | $6,986 | $4,046+72.7% | $5,478+27.5% | $4,888+42.9% |