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 | $77,417 | $75,828+2.1% | $147,614-47.6% | $59,632+29.8% |
| Participation rate | 92.1% | 71.6%+20.5pp | 84.6%+7.5pp | 68.7%+23.4pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,703 | $3,485-51.1% | $5,564-69.4% | $2,203-22.7% |
| Participant deferral / active EE | $2,736 | $3,130-12.6% | $4,895-44.1% | $3,192-14.3% |
| Admin fee / account holder | $3,422 | $5,985-42.8% | $11,611-70.5% | $4,297-20.4% |