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 | $36,128 | $72,404-50.1% | $110,238-67.2% | $64,186-43.7% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.1pp |
| Annual return | -4.85% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,134 | $2,282+125.0% | $3,826+34.2% | $2,381+115.7% |
| Participant deferral / active EE | $3,161 | $3,469-8.9% | $4,672-32.3% | $3,470-8.9% |
| Admin fee / account holder | $433 | $5,664-92.4% | $8,547-94.9% | $4,888-91.1% |