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 | $68,166 | $57,354+18.9% | $83,848-18.7% | $64,186+6.2% |
| Participation rate | 83.6% | 68.6%+15.0pp | 76.1%+7.4pp | 69.6%+14.0pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,207 | $2,545-52.6% | $3,631-66.8% | $2,381-49.3% |
| Participant deferral / active EE | $4,028 | $2,993+34.6% | $4,082-1.3% | $3,470+16.1% |
| Admin fee / account holder | $578 | $4,046-85.7% | $5,478-89.4% | $4,888-88.2% |