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 | $65,401 | $91,538-28.6% | $129,995-49.7% | $75,163-13.0% |
| Participation rate | 70.6% | 71.4%-0.9pp | 78.5%-7.9pp | 67.2%+3.4pp |
| Annual return | 15.10% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,799 | $2,845-36.8% | $4,320-58.4% | $2,670-32.6% |
| Participant deferral / active EE | $6,393 | $4,341+47.3% | $5,820+9.8% | $4,125+55.0% |
| Admin fee / account holder | $2,830 | $6,790-58.3% | $10,614-73.3% | $5,651-49.9% |