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 | $112,829 | $95,971+17.6% | $74,550+51.3% | $135,375-16.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,443 | $2,716-46.9% | $1,961-26.4% | $4,779-69.8% |
| Participant deferral / active EE | $2,546 | $3,843-33.8% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $456 | $6,522-93.0% | $5,060-91.0% | $10,827-95.8% |