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 | $83,549 | $91,538-8.7% | $129,995-35.7% | $75,163+11.2% |
| Participation rate | 71.2% | 71.4%-0.3pp | 78.5%-7.3pp | 67.2%+4.0pp |
| Annual return | 15.56% | -631.11%+646.7pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,765 | $2,845-38.0% | $4,320-59.1% | $2,670-33.9% |
| Participant deferral / active EE | $2,962 | $4,341-31.8% | $5,820-49.1% | $4,125-28.2% |
| Admin fee / account holder | $5,158 | $6,790-24.0% | $10,614-51.4% | $5,651-8.7% |