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 | $37,484 | $82,664-54.7% | $125,339-70.1% | $68,494-45.3% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,300 | $3,381-61.5% | $4,814-73.0% | $2,596-49.9% |
| Participant deferral / active EE | $3,520 | $6,110-42.4% | $7,446-52.7% | $4,027-12.6% |
| Admin fee / account holder | $1,124 | $6,275-82.1% | $10,010-88.8% | $5,403-79.2% |