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 | $81,280 | $72,404+12.3% | $110,238-26.3% | $64,186+26.6% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | -5.20% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,275 | $2,282-0.3% | $3,826-40.5% | $2,381-4.4% |
| Participant deferral / active EE | $5,017 | $3,469+44.6% | $4,672+7.4% | $3,470+44.6% |
| Admin fee / account holder | $1,079 | $5,664-81.0% | $8,547-87.4% | $4,888-77.9% |