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 | $85,808 | $78,694+9.0% | $67,652+26.8% | $125,391-31.6% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -2.56% | 9.46%-12.0pp | 6625.04%-6627.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,396 | $3,044-54.1% | $2,266-38.4% | $4,866-71.3% |
| Participant deferral / active EE | $4,869 | $4,292+13.4% | $3,560+36.8% | $5,352-9.0% |
| Admin fee / account holder | $3,605 | $7,403-51.3% | $4,821-25.2% | $9,540-62.2% |