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 | $64,110 | $61,774+3.8% | $97,226-34.1% | $80,856-20.7% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.6%+18.5pp |
| Annual return | 16.97% | -557.90%+574.9pp | 75.13%-58.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $985 | $1,837-46.4% | $2,729-63.9% | $2,755-64.3% |
| Participant deferral / active EE | $5,367 | $3,029+77.2% | $4,264+25.9% | $4,296+24.9% |
| Admin fee / account holder | $3,968 | $5,166-23.2% | $5,654-29.8% | $6,918-42.6% |