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 | $72,801 | $57,354+26.9% | $83,848-13.2% | $64,186+13.4% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -7.73% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,969 | $2,545+173.8% | $3,631+91.9% | $2,381+192.7% |
| Participant deferral / active EE | $6,149 | $2,993+105.5% | $4,082+50.7% | $3,470+77.2% |
| Admin fee / account holder | $15,050 | $4,046+272.0% | $5,478+174.7% | $4,888+207.9% |