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 | $19,501 | $82,664-76.4% | $125,339-84.4% | $68,494-71.5% |
| Participation rate | 82.3% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.4pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,022 | $3,381+19.0% | $4,814-16.4% | $2,596+54.9% |
| Participant deferral / active EE | $5,851 | $6,110-4.2% | $7,446-21.4% | $4,027+45.3% |
| Admin fee / account holder | $2,477 | $6,275-60.5% | $10,010-75.2% | $5,403-54.1% |