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 | $53,647 | $197,825-72.9% | $155,790-65.6% | $125,391-57.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 76.1%+15.6pp | 83.2%+8.5pp |
| Annual return | 0.46% | 86.74%-86.3pp | 71.54%-71.1pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,559 | $4,847-67.8% | $3,836-59.4% | $4,866-68.0% |
| Participant deferral / active EE | $5,571 | $5,630-1.1% | $4,797+16.1% | $5,352+4.1% |
| Admin fee / account holder | $1,321 | $9,545-86.2% | $7,478-82.3% | $9,540-86.2% |