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 | $68,433 | $57,354+19.3% | $83,848-18.4% | $64,186+6.6% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -3.94% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,012 | $2,545+18.3% | $3,631-17.0% | $2,381+26.5% |
| Participant deferral / active EE | $5,831 | $2,993+94.8% | $4,082+42.9% | $3,470+68.1% |
| Admin fee / account holder | $3,566 | $4,046-11.9% | $5,478-34.9% | $4,888-27.1% |