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 | $84,788 | $95,971-11.7% | $74,550+13.7% | $135,375-37.4% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | 0.58% | 56.96%-56.4pp | 32.53%-32.0pp | 519.73%-519.2pp |
| Employer contribution / active EE | $4,275 | $2,716+57.4% | $1,961+118.0% | $4,779-10.5% |
| Participant deferral / active EE | $3,693 | $3,843-3.9% | $3,108+18.8% | $5,609-34.2% |
| Admin fee / account holder | $2,676 | $6,522-59.0% | $5,060-47.1% | $10,827-75.3% |