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 | $54,488 | $197,825-72.5% | $155,790-65.0% | $125,391-56.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | 0.32% | 86.74%-86.4pp | 71.54%-71.2pp | 282.22%-281.9pp |
| Employer contribution / active EE | $5,252 | $4,847+8.4% | $3,836+36.9% | $4,866+7.9% |
| Participant deferral / active EE | $13,014 | $5,630+131.1% | $4,797+171.3% | $5,352+143.2% |
| Admin fee / account holder | $2,517 | $9,545-73.6% | $7,478-66.3% | $9,540-73.6% |