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 | $74,612 | $75,828-1.6% | $147,614-49.5% | $59,632+25.1% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $4,776 | $3,485+37.1% | $5,564-14.2% | $2,203+116.8% |
| Participant deferral / active EE | $5,100 | $3,130+62.9% | $4,895+4.2% | $3,192+59.8% |
| Admin fee / account holder | $2,104 | $5,985-64.8% | $11,611-81.9% | $4,297-51.0% |