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 | $74,736 | $197,825-62.2% | $155,790-52.0% | $125,391-40.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.24% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,247 | $4,847-33.0% | $3,836-15.4% | $4,866-33.3% |
| Participant deferral / active EE | $5,805 | $5,630+3.1% | $4,797+21.0% | $5,352+8.5% |
| Admin fee / account holder | $976 | $9,545-89.8% | $7,478-86.9% | $9,540-89.8% |