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 | $98,808 | $94,529+4.5% | $140,016-29.4% | $64,186+53.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -5.70% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $14,743 | $5,250+180.8% | $6,927+112.8% | $3,470+324.9% |
| Admin fee / account holder | $4,516 | $6,741-33.0% | $10,705-57.8% | $4,888-7.6% |