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 | $108,950 | $75,828+43.7% | $147,614-26.2% | $59,632+82.7% |
| Participation rate | 86.7% | 71.6%+15.1pp | 84.6%+2.0pp | 68.7%+18.0pp |
| Annual return | -0.44% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,290 | $3,485-5.6% | $5,564-40.9% | $2,203+49.4% |
| Participant deferral / active EE | $3,368 | $3,130+7.6% | $4,895-31.2% | $3,192+5.5% |
| Admin fee / account holder | $1,664 | $5,985-72.2% | $11,611-85.7% | $4,297-61.3% |