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 | $59,747 | $91,538-34.7% | $129,995-54.0% | $75,163-20.5% |
| Participation rate | 76.7% | 71.4%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 14.69% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,416 | $2,845-50.2% | $4,320-67.2% | $2,670-46.9% |
| Participant deferral / active EE | $3,164 | $4,341-27.1% | $5,820-45.6% | $4,125-23.3% |
| Admin fee / account holder | $6,395 | $6,790-5.8% | $10,614-39.7% | $5,651+13.2% |