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 | $75,593 | $57,354+31.8% | $83,848-9.8% | $64,186+17.8% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -6.24% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,866 | $2,545-26.7% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $3,558 | $2,993+18.9% | $4,082-12.8% | $3,470+2.5% |
| Admin fee / account holder | $2,506 | $4,046-38.1% | $5,478-54.3% | $4,888-48.7% |