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 | $111,582 | $67,331+65.7% | $60,874+83.3% | $134,475-17.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -17.75% | 49.93%-67.7pp | 16.90%-34.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,708 | $3,096-44.9% | $2,701-36.8% | $4,740-64.0% |
| Participant deferral / active EE | $4,949 | $4,538+9.0% | $3,817+29.7% | $6,400-22.7% |
| Admin fee / account holder | $2,415 | $4,582-47.3% | $3,224-25.1% | $11,426-78.9% |