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 | $48,894 | $57,354-14.7% | $83,848-41.7% | $64,186-23.8% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,402 | $2,545-44.9% | $3,631-61.4% | $2,381-41.1% |
| Participant deferral / active EE | $3,307 | $2,993+10.5% | $4,082-19.0% | $3,470-4.7% |
| Admin fee / account holder | $897 | $4,046-77.8% | $5,478-83.6% | $4,888-81.6% |