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 | $70,647 | $49,177+43.7% | $79,464-11.1% | $64,186+10.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | -4.40% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $341 | $2,076-83.6% | $2,800-87.8% | $2,381-85.7% |
| Participant deferral / active EE | $7,957 | $2,821+182.0% | $3,704+114.8% | $3,470+129.3% |
| Admin fee / account holder | $1,584 | $3,839-58.7% | $5,113-69.0% | $4,888-67.6% |