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 | $53,028 | $57,354-7.5% | $83,848-36.8% | $64,186-17.4% |
| Participation rate | 97.2% | 68.6%+28.6pp | 76.1%+21.1pp | 69.6%+27.7pp |
| Annual return | -6.07% | 11.38%-17.5pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,202 | $2,545-52.8% | $3,631-66.9% | $2,381-49.5% |
| Participant deferral / active EE | $6,923 | $2,993+131.3% | $4,082+69.6% | $3,470+99.5% |
| Admin fee / account holder | $8,896 | $4,046+119.9% | $5,478+62.4% | $4,888+82.0% |