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 | $31,605 | $57,354-44.9% | $83,848-62.3% | $64,186-50.8% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+16.0pp | 69.6%+22.5pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,447 | $2,545+114.0% | $3,631+50.0% | $2,381+128.8% |
| Participant deferral / active EE | $2,673 | $2,993-10.7% | $4,082-34.5% | $3,470-23.0% |
| Admin fee / account holder | $10,803 | $4,046+167.0% | $5,478+97.2% | $4,888+121.0% |