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 | $57,885 | $99,079-41.6% | $77,999-25.8% | $273,961-78.9% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 2.75% | 217.93%-215.2pp | 425.96%-423.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $858 | $3,308-74.1% | $2,470-65.3% | $4,869-82.4% |
| Participant deferral / active EE | $3,548 | $4,306-17.6% | $3,497+1.5% | $5,287-32.9% |
| Admin fee / account holder | $2,370 | $8,954-73.5% | $5,480-56.8% | $10,132-76.6% |