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 3-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 | $77,561 | $64,839+19.6% | $95,585-18.9% | $84,808-8.5% |
| Participation rate | 70.0% | 63.8%+6.2pp | 72.1%-2.1pp | 68.3%+1.7pp |
| Annual return | 16.48% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,572 | $1,759-10.6% | $2,527-37.8% | $2,631-40.3% |
| Participant deferral / active EE | $6,484 | $2,965+118.7% | $4,023+61.2% | $4,212+54.0% |
| Admin fee / account holder | $6,454 | $5,964+8.2% | $6,127+5.3% | $7,344-12.1% |