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 | $67,755 | $197,825-65.7% | $155,790-56.5% | $125,391-46.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.97% | 86.74%-88.7pp | 71.54%-73.5pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,372 | $4,847-51.1% | $3,836-38.2% | $4,866-51.3% |
| Participant deferral / active EE | $1,996 | $5,630-64.5% | $4,797-58.4% | $5,352-62.7% |
| Admin fee / account holder | $806 | $9,545-91.6% | $7,478-89.2% | $9,540-91.6% |