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 | $101,977 | $59,107+72.5% | $86,436+18.0% | $68,494+48.9% |
| Participation rate | 83.8% | 75.2%+8.5pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -18.89% | -0.23%-18.7pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,036 | $2,519+20.5% | $3,769-19.4% | $2,596+16.9% |
| Participant deferral / active EE | $9,227 | $5,901+56.4% | $6,952+32.7% | $4,027+129.1% |
| Admin fee / account holder | $3,371 | $5,637-40.2% | $6,731-49.9% | $5,403-37.6% |