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 | $130,113 | $72,404+79.7% | $110,238+18.0% | $64,186+102.7% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.1pp |
| Annual return | -3.91% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,483 | $2,282+8.8% | $3,826-35.1% | $2,381+4.3% |
| Participant deferral / active EE | $6,251 | $3,469+80.2% | $4,672+33.8% | $3,470+80.2% |
| Admin fee / account holder | $619 | $5,664-89.1% | $8,547-92.8% | $4,888-87.3% |