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 | $58,908 | $46,674+26.2% | $117,472-49.9% | $68,494-14.0% |
| Participation rate | 92.0% | 56.8%+35.2pp | 70.6%+21.4pp | 67.9%+24.1pp |
| Annual return | -15.52% | -14.52%-1.0pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,616 | $1,505+140.3% | $4,176-13.4% | $2,596+39.3% |
| Participant deferral / active EE | $3,207 | $2,636+21.7% | $4,070-21.2% | $4,027-20.4% |
| Admin fee / account holder | $14,560 | $4,020+262.2% | $5,645+157.9% | $5,403+169.5% |