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 | $60,547 | $43,723+38.5% | $121,196-50.0% | $64,186-5.7% |
| Participation rate | 75.6% | 58.3%+17.2pp | 71.7%+3.8pp | 69.6%+6.0pp |
| Annual return | -5.47% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,384 | $2,280+180.0% | $3,344+90.9% | $3,470+84.0% |
| Admin fee / account holder | $635 | $3,501-81.9% | $5,019-87.3% | $4,888-87.0% |