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 | $44,412 | $82,664-46.3% | $125,339-64.6% | $68,494-35.2% |
| Participation rate | 74.3% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -15.33% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,450 | $3,381-27.5% | $4,814-49.1% | $2,596-5.6% |
| Participant deferral / active EE | $5,629 | $6,110-7.9% | $7,446-24.4% | $4,027+39.8% |
| Admin fee / account holder | $4,882 | $6,275-22.2% | $10,010-51.2% | $5,403-9.6% |