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 | $62,261 | $211,958-70.6% | $169,463-63.3% | $135,375-54.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -8.47% | 3.26%-11.7pp | 1.83%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,902 | $5,120-62.8% | $4,159-54.3% | $4,779-60.2% |
| Participant deferral / active EE | $11,618 | $6,075+91.2% | $5,277+120.2% | $5,609+107.1% |
| Admin fee / account holder | $3,589 | $11,471-68.7% | $9,109-60.6% | $10,827-66.9% |