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 | $105,969 | $43,723+142.4% | $121,196-12.6% | $64,186+65.1% |
| Participation rate | 74.5% | 58.3%+16.2pp | 71.7%+2.8pp | 69.6%+4.9pp |
| Annual return | -5.06% | 68.91%-74.0pp | 16.93%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,782 | $1,296+37.5% | $4,022-55.7% | $2,381-25.2% |
| Participant deferral / active EE | $5,008 | $2,280+119.7% | $3,344+49.7% | $3,470+44.3% |
| Admin fee / account holder | $5,840 | $3,501+66.8% | $5,019+16.4% | $4,888+19.5% |