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 | $76,550 | $57,354+33.5% | $83,848-8.7% | $64,186+19.3% |
| Participation rate | 90.9% | 68.6%+22.3pp | 76.1%+14.8pp | 69.6%+21.3pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,282 | $2,545+29.0% | $3,631-9.6% | $2,381+37.9% |
| Participant deferral / active EE | $4,255 | $2,993+42.2% | $4,082+4.2% | $3,470+22.6% |
| Admin fee / account holder | $2,988 | $4,046-26.1% | $5,478-45.5% | $4,888-38.9% |