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 | $89,655 | $72,404+23.8% | $110,238-18.7% | $64,186+39.7% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -5.77% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,235 | $2,282-45.9% | $3,826-67.7% | $2,381-48.1% |
| Participant deferral / active EE | $6,626 | $3,469+91.0% | $4,672+41.8% | $3,470+91.0% |
| Admin fee / account holder | $16,068 | $5,664+183.7% | $8,547+88.0% | $4,888+228.7% |