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 | $107,374 | $82,664+29.9% | $125,339-14.3% | $68,494+56.8% |
| Participation rate | 89.1% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.2pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,030 | $3,381-69.5% | $4,814-78.6% | $2,596-60.3% |
| Participant deferral / active EE | $7,370 | $6,110+20.6% | $7,446-1.0% | $4,027+83.0% |
| Admin fee / account holder | $922 | $6,275-85.3% | $10,010-90.8% | $5,403-82.9% |