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 | $82,081 | $49,177+66.9% | $79,464+3.3% | $64,186+27.9% |
| Participation rate | 78.4% | 65.0%+13.3pp | 73.3%+5.0pp | 69.6%+8.8pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,554 | $2,076+23.0% | $2,800-8.8% | $2,381+7.3% |
| Participant deferral / active EE | $10,214 | $2,821+262.0% | $3,704+175.8% | $3,470+194.4% |
| Admin fee / account holder | $1,315 | $3,839-65.8% | $5,113-74.3% | $4,888-73.1% |