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 | $67,273 | $48,274+39.4% | $63,517+5.9% | $59,632+12.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.65% | -240.79%+241.4pp | -70.30%+71.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $3,466 | $1,586+118.5% | $2,322+49.2% | $2,203+57.3% |
| Participant deferral / active EE | $5,012 | $2,343+113.9% | $2,953+69.7% | $3,192+57.0% |
| Admin fee / account holder | $1,243 | $3,600-65.5% | $5,892-78.9% | $4,297-71.1% |