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 | $143,864 | $100,754+42.8% | $86,677+66.0% | $134,475+7.0% |
| Participation rate | 70.8% | 78.9%-8.1pp | 76.6%-5.7pp | 81.2%-10.4pp |
| Annual return | -12.59% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,728 | $3,489-21.8% | $2,836-3.8% | $4,740-42.4% |
| Participant deferral / active EE | $3,890 | $5,338-27.1% | $4,656-16.4% | $6,400-39.2% |
| Admin fee / account holder | $2,381 | $10,926-78.2% | $7,493-68.2% | $11,426-79.2% |