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 | $110,503 | $72,404+52.6% | $110,238+0.2% | $64,186+72.2% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | -4.98% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,159 | $2,282-5.4% | $3,826-43.6% | $2,381-9.3% |
| Participant deferral / active EE | $2,985 | $3,469-14.0% | $4,672-36.1% | $3,470-14.0% |
| Admin fee / account holder | $329 | $5,664-94.2% | $8,547-96.2% | $4,888-93.3% |