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 | $69,871 | $78,694-11.2% | $67,652+3.3% | $125,391-44.3% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | -0.06% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $10,552 | $3,044+246.7% | $2,266+365.8% | $4,866+116.8% |
| Participant deferral / active EE | $3,517 | $4,292-18.1% | $3,560-1.2% | $5,352-34.3% |
| Admin fee / account holder | $4,633 | $7,403-37.4% | $4,821-3.9% | $9,540-51.4% |