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 | $67,883 | $49,177+38.0% | $79,464-14.6% | $64,186+5.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -3.94% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,471 | $2,076+19.0% | $2,800-11.8% | $2,381+3.8% |
| Participant deferral / active EE | $3,242 | $2,821+14.9% | $3,704-12.5% | $3,470-6.5% |
| Admin fee / account holder | $3,042 | $3,839-20.8% | $5,113-40.5% | $4,888-37.8% |