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 | $77,093 | $57,354+34.4% | $83,848-8.1% | $64,186+20.1% |
| Participation rate | 75.6% | 68.6%+6.9pp | 76.1%-0.6pp | 69.6%+6.0pp |
| Annual return | -8.49% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,217 | $2,545-12.9% | $3,631-38.9% | $2,381-6.9% |
| Participant deferral / active EE | $5,893 | $2,993+96.9% | $4,082+44.4% | $3,470+69.8% |
| Admin fee / account holder | $631 | $4,046-84.4% | $5,478-88.5% | $4,888-87.1% |