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 | $85,581 | $91,538-6.5% | $129,995-34.2% | $75,163+13.9% |
| Participation rate | 80.6% | 71.4%+9.2pp | 78.5%+2.2pp | 67.2%+13.5pp |
| Annual return | 17.74% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $18,634 | $4,341+329.2% | $5,820+220.2% | $4,125+351.7% |
| Admin fee / account holder | $12,874 | $6,790+89.6% | $10,614+21.3% | $5,651+127.8% |