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 | $59,111 | $133,958-55.9% | $112,228-47.3% | $134,475-56.0% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -9.35% | 47.11%-56.5pp | 27.45%-36.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,968 | $4,038-51.3% | $3,635-45.9% | $4,740-58.5% |
| Participant deferral / active EE | $5,097 | $5,291-3.7% | $4,728+7.8% | $6,400-20.4% |
| Admin fee / account holder | $349 | $7,489-95.3% | $6,410-94.5% | $11,426-96.9% |