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 | $78,751 | $82,664-4.7% | $125,339-37.2% | $68,494+15.0% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,460 | $3,381-27.2% | $4,814-48.9% | $2,596-5.2% |
| Participant deferral / active EE | $8,288 | $6,110+35.6% | $7,446+11.3% | $4,027+105.8% |
| Admin fee / account holder | $3,349 | $6,275-46.6% | $10,010-66.5% | $5,403-38.0% |