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 | $78,211 | $95,971-18.5% | $74,550+4.9% | $135,375-42.2% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -4.81% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $931 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $3,960 | $3,843+3.0% | $3,108+27.4% | $5,609-29.4% |
| Admin fee / account holder | $1,218 | $6,522-81.3% | $5,060-75.9% | $10,827-88.8% |