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 | $84,172 | $72,404+16.3% | $110,238-23.6% | $64,186+31.1% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.6pp |
| Annual return | -3.00% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,654 | $2,282-27.5% | $3,826-56.8% | $2,381-30.5% |
| Participant deferral / active EE | $4,279 | $3,469+23.3% | $4,672-8.4% | $3,470+23.3% |
| Admin fee / account holder | $22,463 | $5,664+296.6% | $8,547+162.8% | $4,888+359.6% |