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 | $84,867 | $49,177+72.6% | $79,464+6.8% | $64,186+32.2% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -4.49% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,237 | $2,076+7.7% | $2,800-20.1% | $2,381-6.0% |
| Participant deferral / active EE | $4,649 | $2,821+64.8% | $3,704+25.5% | $3,470+34.0% |
| Admin fee / account holder | $11,370 | $3,839+196.2% | $5,113+122.4% | $4,888+132.6% |