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 | $45,443 | $59,332-23.4% | $90,223-49.6% | $59,632-23.8% |
| Participation rate | 88.5% | 71.9%+16.5pp | 79.0%+9.4pp | 68.7%+19.8pp |
| Annual return | -2.71% | 3.25%-6.0pp | 1.31%-4.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $8,709 | $3,031+187.4% | $4,378+98.9% | $2,203+295.4% |
| Participant deferral / active EE | $9,245 | $4,369+111.6% | $5,792+59.6% | $3,192+189.7% |
| Admin fee / account holder | $5,227 | $5,032+3.9% | $7,406-29.4% | $4,297+21.6% |