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 | $78,710 | $57,354+37.2% | $83,848-6.1% | $64,186+22.6% |
| Participation rate | 84.3% | 68.6%+15.7pp | 76.1%+8.2pp | 69.6%+14.7pp |
| Annual return | -4.18% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,088 | $2,545+21.3% | $3,631-14.9% | $2,381+29.7% |
| Participant deferral / active EE | $6,012 | $2,993+100.9% | $4,082+47.3% | $3,470+73.3% |
| Admin fee / account holder | $1,248 | $4,046-69.2% | $5,478-77.2% | $4,888-74.5% |