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 | $77,882 | $72,404+7.6% | $110,238-29.4% | $64,186+21.3% |
| Participation rate | 75.5% | 73.3%+2.1pp | 79.8%-4.3pp | 69.6%+5.9pp |
| Annual return | -3.86% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,709 | $2,282+18.7% | $3,826-29.2% | $2,381+13.8% |
| Participant deferral / active EE | $6,684 | $3,469+92.7% | $4,672+43.1% | $3,470+92.6% |
| Admin fee / account holder | $8,853 | $5,664+56.3% | $8,547+3.6% | $4,888+81.1% |