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 | $50,291 | $105,860-52.5% | $90,749-44.6% | $134,475-62.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -14.68% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,030 | $3,462+45.3% | $2,921+72.2% | $4,740+6.1% |
| Participant deferral / active EE | $10,469 | $5,216+100.7% | $4,564+129.4% | $6,400+63.6% |
| Admin fee / account holder | $1,617 | $13,938-88.4% | $8,445-80.8% | $11,426-85.8% |