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 6-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 | $52,277 | $167,484-68.8% | $151,611-65.5% | $134,475-61.1% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.5%-8.3pp | 81.2%-2.1pp |
| Annual return | -13.69% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,721 | $6,829-60.1% | $6,166-55.9% | $4,740-42.6% |
| Participant deferral / active EE | $6,543 | $8,986-27.2% | $8,363-21.8% | $6,400+2.2% |
| Admin fee / account holder | $8,368 | $13,783-39.3% | $11,616-28.0% | $11,426-26.8% |