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 | $46,612 | $57,354-18.7% | $83,848-44.4% | $64,186-27.4% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | -3.46% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,212 | $2,545-52.4% | $3,631-66.6% | $2,381-49.1% |
| Participant deferral / active EE | $3,344 | $2,993+11.7% | $4,082-18.1% | $3,470-3.6% |
| Admin fee / account holder | $1,220 | $4,046-69.8% | $5,478-77.7% | $4,888-75.0% |