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 | $57,700 | $32,117+79.7% | $71,086-18.8% | $64,186-10.1% |
| Participation rate | 90.0% | 42.7%+47.3pp | 54.7%+35.3pp | 69.6%+20.4pp |
| Annual return | -6.00% | -5.57%-0.4pp | 650.59%-656.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,110 | $712+55.8% | $1,088+2.0% | $2,381-53.4% |
| Participant deferral / active EE | $4,439 | $1,263+251.5% | $1,874+136.8% | $3,470+27.9% |
| Admin fee / account holder | $3,249 | $2,759+17.7% | $3,082+5.4% | $4,888-33.5% |