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 | $57,618 | $49,177+17.2% | $79,464-27.5% | $64,186-10.2% |
| Participation rate | 79.1% | 65.0%+14.1pp | 73.3%+5.8pp | 69.6%+9.5pp |
| Annual return | -5.17% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,851 | $2,076-10.8% | $2,800-33.9% | $2,381-22.3% |
| Participant deferral / active EE | $2,970 | $2,821+5.3% | $3,704-19.8% | $3,470-14.4% |
| Admin fee / account holder | $2,291 | $3,839-40.3% | $5,113-55.2% | $4,888-53.1% |