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 | $46,909 | $52,519-10.7% | $155,790-69.9% | $59,632-21.3% |
| Participation rate | 80.8% | 61.7%+19.1pp | 76.1%+4.7pp | 68.7%+12.1pp |
| Annual return | -1.47% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,129 | $1,589+34.0% | $3,836-44.5% | $2,203-3.4% |
| Participant deferral / active EE | $5,702 | $3,084+84.9% | $4,797+18.9% | $3,192+78.7% |
| Admin fee / account holder | $1,908 | $3,540-46.1% | $7,478-74.5% | $4,297-55.6% |