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 | $63,565 | $77,813-18.3% | $123,544-48.5% | $64,186-1.0% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.3%-0.5pp | 69.6%+12.2pp |
| Annual return | -6.70% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,128 | $3,014-62.6% | $4,628-75.6% | $2,381-52.6% |
| Participant deferral / active EE | $8,222 | $5,240+56.9% | $6,426+28.0% | $3,470+137.0% |
| Admin fee / account holder | $2,519 | $5,519-54.4% | $9,284-72.9% | $4,888-48.5% |