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 | $51,434 | $72,404-29.0% | $110,238-53.3% | $64,186-19.9% |
| Participation rate | 71.9% | 73.3%-1.5pp | 79.8%-7.9pp | 69.6%+2.3pp |
| Annual return | -7.67% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,803 | $2,282+22.8% | $3,826-26.8% | $2,381+17.7% |
| Participant deferral / active EE | $6,622 | $3,469+90.9% | $4,672+41.7% | $3,470+90.9% |
| Admin fee / account holder | $3,220 | $5,664-43.1% | $8,547-62.3% | $4,888-34.1% |