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 | $93,344 | $133,958-30.3% | $112,228-16.8% | $134,475-30.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.95% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,616 | $4,038-10.4% | $3,635-0.5% | $4,740-23.7% |
| Participant deferral / active EE | $7,686 | $5,291+45.3% | $4,728+62.6% | $6,400+20.1% |
| Admin fee / account holder | $3,741 | $7,489-50.0% | $6,410-41.6% | $11,426-67.3% |