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 | $65,180 | $131,829-50.6% | $108,579-40.0% | $273,961-76.2% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 9.00% | -91.57%+100.6pp | -51.70%+60.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,085 | $4,912-57.6% | $3,758-44.5% | $4,869-57.2% |
| Participant deferral / active EE | $6,808 | $5,127+32.8% | $4,311+57.9% | $5,287+28.8% |
| Admin fee / account holder | $12,413 | $10,252+21.1% | $7,645+62.4% | $10,132+22.5% |