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 | $60,250 | $49,177+22.5% | $79,464-24.2% | $64,186-6.1% |
| Participation rate | 90.6% | 65.0%+25.5pp | 73.3%+17.2pp | 69.6%+21.0pp |
| Annual return | -6.14% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,117 | $2,076+2.0% | $2,800-24.4% | $2,381-11.1% |
| Participant deferral / active EE | $4,399 | $2,821+55.9% | $3,704+18.8% | $3,470+26.8% |
| Admin fee / account holder | $1,523 | $3,839-60.3% | $5,113-70.2% | $4,888-68.8% |