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 | $84,559 | $91,538-7.6% | $129,995-35.0% | $75,163+12.5% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 16.90% | -631.11%+648.0pp | -137.18%+154.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $971 | $2,845-65.9% | $4,320-77.5% | $2,670-63.6% |
| Participant deferral / active EE | $2,750 | $4,341-36.6% | $5,820-52.7% | $4,125-33.3% |
| Admin fee / account holder | $7,814 | $6,790+15.1% | $10,614-26.4% | $5,651+38.3% |