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 | $45,700 | $57,354-20.3% | $83,848-45.5% | $64,186-28.8% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -7.99% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $15,384 | $2,545+504.4% | $3,631+323.7% | $2,381+546.2% |
| Participant deferral / active EE | $2,737 | $2,993-8.6% | $4,082-32.9% | $3,470-21.1% |
| Admin fee / account holder | $8,178 | $4,046+102.1% | $5,478+49.3% | $4,888+67.3% |