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 | $55,279 | $57,354-3.6% | $83,848-34.1% | $64,186-13.9% |
| Participation rate | 92.8% | 68.6%+24.1pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -3.76% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,300 | $2,545-9.6% | $3,631-36.6% | $2,381-3.4% |
| Participant deferral / active EE | $4,887 | $2,993+63.3% | $4,082+19.7% | $3,470+40.9% |
| Admin fee / account holder | $459 | $4,046-88.6% | $5,478-91.6% | $4,888-90.6% |