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 3-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 | $59,616 | $61,774-3.5% | $97,226-38.7% | $80,856-26.3% |
| Participation rate | 79.1% | 63.5%+15.6pp | 72.7%+6.4pp | 67.6%+11.4pp |
| Annual return | 10.80% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,528 | $3,029+16.5% | $4,264-17.3% | $4,296-17.9% |
| Admin fee / account holder | $7,344 | $5,166+42.2% | $5,654+29.9% | $6,918+6.2% |