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 | $64,394 | $45,863+40.4% | $77,024-16.4% | $68,494-6.0% |
| Participation rate | 82.5% | 55.9%+26.6pp | 67.9%+14.6pp | 67.9%+14.6pp |
| Annual return | -18.16% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,137 | $1,650+29.6% | $2,812-24.0% | $2,596-17.7% |
| Participant deferral / active EE | $4,906 | $2,962+65.6% | $4,426+10.8% | $4,027+21.8% |
| Admin fee / account holder | $420 | $3,041-86.2% | $5,425-92.3% | $5,403-92.2% |