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 6-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 | $51,354 | $82,664-37.9% | $125,339-59.0% | $68,494-25.0% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,114 | $3,381-37.5% | $4,814-56.1% | $2,596-18.6% |
| Participant deferral / active EE | $6,464 | $6,110+5.8% | $7,446-13.2% | $4,027+60.5% |
| Admin fee / account holder | $3,896 | $6,275-37.9% | $10,010-61.1% | $5,403-27.9% |