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 | $72,784 | $57,354+26.9% | $83,848-13.2% | $64,186+13.4% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | -8.01% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,884 | $2,545-26.0% | $3,631-48.1% | $2,381-20.9% |
| Participant deferral / active EE | $5,275 | $2,993+76.2% | $4,082+29.2% | $3,470+52.0% |
| Admin fee / account holder | $633 | $4,046-84.4% | $5,478-88.4% | $4,888-87.0% |