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 9-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 | $63,116 | $57,354+10.0% | $83,848-24.7% | $64,186-1.7% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -4.48% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,409 | $2,545+73.2% | $3,631+21.4% | $2,381+85.2% |
| Participant deferral / active EE | $3,934 | $2,993+31.4% | $4,082-3.6% | $3,470+13.4% |
| Admin fee / account holder | $1,613 | $4,046-60.1% | $5,478-70.6% | $4,888-67.0% |