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 | $64,735 | $61,774+4.8% | $97,226-33.4% | $80,856-19.9% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.6%+15.1pp |
| Annual return | 15.85% | -557.90%+573.7pp | 75.13%-59.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $8,043 | $1,837+337.9% | $2,729+194.7% | $2,755+192.0% |
| Participant deferral / active EE | $2,881 | $3,029-4.9% | $4,264-32.4% | $4,296-32.9% |
| Admin fee / account holder | $1,183 | $5,166-77.1% | $5,654-79.1% | $6,918-82.9% |