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 | $75,536 | $57,354+31.7% | $83,848-9.9% | $64,186+17.7% |
| Participation rate | 88.6% | 68.6%+20.0pp | 76.1%+12.4pp | 69.6%+19.0pp |
| Annual return | -8.56% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,576 | $2,545+40.5% | $3,631-1.5% | $2,381+50.2% |
| Participant deferral / active EE | $8,315 | $2,993+177.8% | $4,082+103.7% | $3,470+139.7% |
| Admin fee / account holder | $1,129 | $4,046-72.1% | $5,478-79.4% | $4,888-76.9% |