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 | $56,711 | $54,350+4.3% | $82,719-31.4% | $68,494-17.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 9.67% | -13.67%+23.3pp | 701.18%-691.5pp | -7.84%+17.5pp |
| Employer contribution / active EE | $3,045 | $2,218+37.3% | $3,009+1.2% | $2,596+17.3% |
| Participant deferral / active EE | $4,292 | $3,246+32.2% | $4,395-2.3% | $4,027+6.6% |
| Admin fee / account holder | $2,306 | $4,395-47.5% | $5,329-56.7% | $5,403-57.3% |