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 | $80,575 | $69,010+16.8% | $159,960-49.6% | $68,494+17.6% |
| Participation rate | 82.2% | 65.4%+16.8pp | 78.0%+4.3pp | 67.9%+14.3pp |
| Annual return | -13.12% | -9.65%-3.5pp | 408.60%-421.7pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,373 | $2,213-37.9% | $4,226-67.5% | $2,596-47.1% |
| Participant deferral / active EE | $4,222 | $4,212+0.2% | $6,182-31.7% | $4,027+4.8% |
| Admin fee / account holder | $6,515 | $4,798+35.8% | $8,698-25.1% | $5,403+20.6% |