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 | $60,537 | $133,958-54.8% | $112,228-46.1% | $134,475-55.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -6.34% | 47.11%-53.5pp | 27.45%-33.8pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,099 | $4,038-48.0% | $3,635-42.2% | $4,740-55.7% |
| Participant deferral / active EE | $7,750 | $5,291+46.5% | $4,728+63.9% | $6,400+21.1% |
| Admin fee / account holder | $4,418 | $7,489-41.0% | $6,410-31.1% | $11,426-61.3% |