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 | $69,570 | $82,664-15.8% | $125,339-44.5% | $68,494+1.6% |
| Participation rate | 76.1% | 75.0%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | 4.11% | -5.97%+10.1pp | 572.05%-567.9pp | -7.84%+12.0pp |
| Employer contribution / active EE | $742 | $3,381-78.1% | $4,814-84.6% | $2,596-71.4% |
| Participant deferral / active EE | $5,969 | $6,110-2.3% | $7,446-19.8% | $4,027+48.2% |
| Admin fee / account holder | $2,363 | $6,275-62.3% | $10,010-76.4% | $5,403-56.3% |