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 | $59,347 | $49,177+20.7% | $79,464-25.3% | $64,186-7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.96% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,165 | $2,076+52.4% | $2,800+13.0% | $2,381+32.9% |
| Participant deferral / active EE | $3,848 | $2,821+36.4% | $3,704+3.9% | $3,470+10.9% |
| Admin fee / account holder | $4,431 | $3,839+15.4% | $5,113-13.3% | $4,888-9.3% |