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 | $42,293 | $100,754-58.0% | $86,677-51.2% | $134,475-68.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -16.99% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,663 | $3,489-23.7% | $2,836-6.1% | $4,740-43.8% |
| Participant deferral / active EE | $3,383 | $5,338-36.6% | $4,656-27.3% | $6,400-47.1% |
| Admin fee / account holder | $1,321 | $10,926-87.9% | $7,493-82.4% | $11,426-88.4% |