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 | $113,679 | $57,354+98.2% | $83,848+35.6% | $64,186+77.1% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.5pp | 69.6%+23.1pp |
| Annual return | -4.95% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $723 | $2,545-71.6% | $3,631-80.1% | $2,381-69.6% |
| Participant deferral / active EE | $9,136 | $2,993+205.2% | $4,082+123.8% | $3,470+163.3% |
| Admin fee / account holder | $3,673 | $4,046-9.2% | $5,478-32.9% | $4,888-24.9% |