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 | $64,834 | $45,863+41.4% | $77,024-15.8% | $68,494-5.3% |
| Participation rate | 90.0% | 55.9%+34.1pp | 67.9%+22.1pp | 67.9%+22.1pp |
| Annual return | -16.30% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,923 | $1,650+259.0% | $2,812+110.6% | $2,596+128.1% |
| Participant deferral / active EE | $3,034 | $2,962+2.4% | $4,426-31.4% | $4,027-24.7% |
| Admin fee / account holder | $22,394 | $3,041+636.5% | $5,425+312.8% | $5,403+314.5% |