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 | $35,272 | $82,664-57.3% | $125,339-71.9% | $68,494-48.5% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,397 | $3,381-58.7% | $4,814-71.0% | $2,596-46.2% |
| Participant deferral / active EE | $6,980 | $6,110+14.2% | $7,446-6.3% | $4,027+73.3% |
| Admin fee / account holder | $5,712 | $6,275-9.0% | $10,010-42.9% | $5,403+5.7% |