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 | $69,132 | $133,958-48.4% | $112,228-38.4% | $134,475-48.6% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -11.68% | 47.11%-58.8pp | 27.45%-39.1pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,583 | $4,038-60.8% | $3,635-56.5% | $4,740-66.6% |
| Participant deferral / active EE | $8,792 | $5,291+66.2% | $4,728+86.0% | $6,400+37.4% |
| Admin fee / account holder | $776 | $7,489-89.6% | $6,410-87.9% | $11,426-93.2% |