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 | $40,251 | $77,813-48.3% | $123,544-67.4% | $64,186-37.3% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -5.32% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,202 | $3,014+39.4% | $4,628-9.2% | $2,381+76.5% |
| Participant deferral / active EE | $9,050 | $5,240+72.7% | $6,426+40.8% | $3,470+160.8% |
| Admin fee / account holder | $2,997 | $5,519-45.7% | $9,284-67.7% | $4,888-38.7% |