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 | $28,556 | $57,354-50.2% | $83,848-65.9% | $64,186-55.5% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.5pp | 69.6%+23.1pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,926 | $2,545+54.3% | $3,631+8.1% | $2,381+64.9% |
| Participant deferral / active EE | $3,102 | $2,993+3.6% | $4,082-24.0% | $3,470-10.6% |
| Admin fee / account holder | $5,751 | $4,046+42.1% | $5,478+5.0% | $4,888+17.6% |