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 | $88,581 | $82,664+7.2% | $125,339-29.3% | $68,494+29.3% |
| Participation rate | 73.0% | 75.0%-2.0pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,745 | $3,381-18.8% | $4,814-43.0% | $2,596+5.7% |
| Participant deferral / active EE | $6,051 | $6,110-1.0% | $7,446-18.7% | $4,027+50.2% |
| Admin fee / account holder | $6,105 | $6,275-2.7% | $10,010-39.0% | $5,403+13.0% |