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 | $57,789 | $91,538-36.9% | $129,995-55.5% | $75,163-23.1% |
| Participation rate | 78.2% | 71.4%+6.7pp | 78.5%-0.3pp | 67.2%+11.0pp |
| Annual return | 16.99% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,017 | $2,845-64.3% | $4,320-76.5% | $2,670-61.9% |
| Participant deferral / active EE | $4,149 | $4,341-4.4% | $5,820-28.7% | $4,125+0.6% |
| Admin fee / account holder | $3,024 | $6,790-55.5% | $10,614-71.5% | $5,651-46.5% |