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 | $36,828 | $211,958-82.6% | $169,463-78.3% | $135,375-72.8% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -7.35% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,447 | $5,120-32.7% | $4,159-17.1% | $4,779-27.9% |
| Participant deferral / active EE | $4,639 | $6,075-23.6% | $5,277-12.1% | $5,609-17.3% |
| Admin fee / account holder | $1,284 | $11,471-88.8% | $9,109-85.9% | $10,827-88.1% |