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 | $56,292 | $57,354-1.9% | $83,848-32.9% | $64,186-12.3% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.3pp |
| Annual return | -8.19% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,628 | $2,545+3.3% | $3,631-27.6% | $2,381+10.4% |
| Participant deferral / active EE | $6,282 | $2,993+109.9% | $4,082+53.9% | $3,470+81.1% |
| Admin fee / account holder | $6,029 | $4,046+49.0% | $5,478+10.1% | $4,888+23.3% |