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 | $57,670 | $72,404-20.3% | $110,238-47.7% | $64,186-10.2% |
| Participation rate | 82.7% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | -3.13% | -6.29%+3.2pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,039 | $2,282-54.4% | $3,826-72.8% | $2,381-56.3% |
| Participant deferral / active EE | $4,420 | $3,469+27.4% | $4,672-5.4% | $3,470+27.4% |
| Admin fee / account holder | $9,464 | $5,664+67.1% | $8,547+10.7% | $4,888+93.6% |