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 | $80,882 | $54,350+48.8% | $82,719-2.2% | $68,494+18.1% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -10.90% | -13.67%+2.8pp | 701.18%-712.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $443 | $2,218-80.0% | $3,009-85.3% | $2,596-82.9% |
| Participant deferral / active EE | $1,604 | $3,246-50.6% | $4,395-63.5% | $4,027-60.2% |
| Admin fee / account holder | $3,294 | $4,395-25.0% | $5,329-38.2% | $5,403-39.0% |