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 | $63,940 | $197,825-67.7% | $155,790-59.0% | $125,391-49.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | 0.18% | 86.74%-86.6pp | 71.54%-71.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,004 | $4,847-58.7% | $3,836-47.8% | $4,866-58.8% |
| Participant deferral / active EE | $5,339 | $5,630-5.2% | $4,797+11.3% | $5,352-0.2% |
| Admin fee / account holder | $6,580 | $9,545-31.1% | $7,478-12.0% | $9,540-31.0% |