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 | $106,432 | $57,354+85.6% | $83,848+26.9% | $64,186+65.8% |
| Participation rate | 88.4% | 68.6%+19.8pp | 76.1%+12.2pp | 69.6%+18.8pp |
| Annual return | -4.85% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,004 | $2,545+18.0% | $3,631-17.3% | $2,381+26.2% |
| Participant deferral / active EE | $8,687 | $2,993+190.2% | $4,082+112.8% | $3,470+150.4% |
| Admin fee / account holder | $5,378 | $4,046+32.9% | $5,478-1.8% | $4,888+10.0% |