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 | $63,535 | $61,774+2.9% | $97,226-34.7% | $80,856-21.4% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.7%+2.3pp | 67.6%+7.4pp |
| Annual return | 14.36% | -557.90%+572.3pp | 75.13%-60.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,232 | $1,837-32.9% | $2,729-54.8% | $2,755-55.3% |
| Participant deferral / active EE | $3,460 | $3,029+14.2% | $4,264-18.9% | $4,296-19.5% |
| Admin fee / account holder | $560 | $5,166-89.2% | $5,654-90.1% | $6,918-91.9% |