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 | $21,673 | $82,664-73.8% | $125,339-82.7% | $68,494-68.4% |
| Participation rate | 80.7% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.8pp |
| Annual return | 17.56% | -5.97%+23.5pp | 572.05%-554.5pp | -7.84%+25.4pp |
| Employer contribution / active EE | $2,456 | $3,381-27.4% | $4,814-49.0% | $2,596-5.4% |
| Participant deferral / active EE | $4,888 | $6,110-20.0% | $7,446-34.4% | $4,027+21.4% |
| Admin fee / account holder | $1,529 | $6,275-75.6% | $10,010-84.7% | $5,403-71.7% |