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 | $120,572 | $72,404+66.5% | $110,238+9.4% | $64,186+87.8% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -6.81% | -6.29%-0.5pp | 314.74%-321.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $952 | $2,282-58.3% | $3,826-75.1% | $2,381-60.0% |
| Participant deferral / active EE | $4,974 | $3,469+43.4% | $4,672+6.5% | $3,470+43.4% |
| Admin fee / account holder | $5,605 | $5,664-1.0% | $8,547-34.4% | $4,888+14.7% |