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 | $93,062 | $82,664+12.6% | $125,339-25.8% | $68,494+35.9% |
| Participation rate | 70.2% | 75.0%-4.9pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,388 | $3,381-29.4% | $4,814-50.4% | $2,596-8.0% |
| Participant deferral / active EE | $6,934 | $6,110+13.5% | $7,446-6.9% | $4,027+72.2% |
| Admin fee / account holder | $5,469 | $6,275-12.9% | $10,010-45.4% | $5,403+1.2% |