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 | $77,624 | $57,354+35.3% | $83,848-7.4% | $64,186+20.9% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | -0.55% | 11.38%-11.9pp | 850.88%-851.4pp | 7.63%-8.2pp |
| Employer contribution / active EE | $3,283 | $2,545+29.0% | $3,631-9.6% | $2,381+37.9% |
| Participant deferral / active EE | $8,339 | $2,993+178.6% | $4,082+104.3% | $3,470+140.4% |
| Admin fee / account holder | $1,426 | $4,046-64.8% | $5,478-74.0% | $4,888-70.8% |