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 | $59,501 | $75,828-21.5% | $147,614-59.7% | $59,632-0.2% |
| Participation rate | 93.2% | 71.6%+21.7pp | 84.6%+8.6pp | 68.7%+24.5pp |
| Annual return | -0.30% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,705 | $3,485-51.1% | $5,564-69.4% | $2,203-22.6% |
| Participant deferral / active EE | $2,355 | $3,130-24.8% | $4,895-51.9% | $3,192-26.2% |
| Admin fee / account holder | $4,152 | $5,985-30.6% | $11,611-64.2% | $4,297-3.4% |