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 | $111,470 | $57,354+94.4% | $83,848+32.9% | $64,186+73.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.97% | 11.38%-16.4pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,072 | $2,545+20.7% | $3,631-15.4% | $2,381+29.0% |
| Participant deferral / active EE | $4,480 | $2,993+49.7% | $4,082+9.8% | $3,470+29.1% |
| Admin fee / account holder | $1,953 | $4,046-51.7% | $5,478-64.4% | $4,888-60.1% |