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 | $83,431 | $133,958-37.7% | $112,228-25.7% | $134,475-38.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.39% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,989 | $4,038-26.0% | $3,635-17.8% | $4,740-36.9% |
| Participant deferral / active EE | $8,755 | $5,291+65.5% | $4,728+85.2% | $6,400+36.8% |
| Admin fee / account holder | $4,302 | $7,489-42.5% | $6,410-32.9% | $11,426-62.3% |