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 | $33,758 | $82,664-59.2% | $125,339-73.1% | $68,494-50.7% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $10,576 | $3,381+212.8% | $4,814+119.7% | $2,596+307.3% |
| Participant deferral / active EE | $4,765 | $6,110-22.0% | $7,446-36.0% | $4,027+18.3% |
| Admin fee / account holder | $1,493 | $6,275-76.2% | $10,010-85.1% | $5,403-72.4% |