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 | $51,942 | $49,177+5.6% | $79,464-34.6% | $64,186-19.1% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.6%+16.5pp |
| Annual return | -7.90% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,180 | $2,076+53.2% | $2,800+13.6% | $2,381+33.6% |
| Participant deferral / active EE | $3,933 | $2,821+39.4% | $3,704+6.2% | $3,470+13.4% |
| Admin fee / account holder | $1,300 | $3,839-66.1% | $5,113-74.6% | $4,888-73.4% |