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 | $92,261 | $69,010+33.7% | $159,960-42.3% | $68,494+34.7% |
| Participation rate | 72.0% | 65.4%+6.6pp | 78.0%-6.0pp | 67.9%+4.1pp |
| Annual return | -16.71% | -9.65%-7.1pp | 408.60%-425.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,479 | $2,213+102.3% | $4,226+6.0% | $2,596+72.5% |
| Participant deferral / active EE | $8,965 | $4,212+112.8% | $6,182+45.0% | $4,027+122.6% |
| Admin fee / account holder | $357 | $4,798-92.6% | $8,698-95.9% | $5,403-93.4% |