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 | $113,068 | $57,354+97.1% | $83,848+34.8% | $64,186+76.2% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -2.15% | 11.38%-13.5pp | 850.88%-853.0pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,432 | $2,545-4.5% | $3,631-33.0% | $2,381+2.1% |
| Participant deferral / active EE | $5,890 | $2,993+96.8% | $4,082+44.3% | $3,470+69.8% |
| Admin fee / account holder | $44,341 | $4,046+996.0% | $5,478+709.4% | $4,888+807.1% |