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 | $42,333 | $75,935-44.3% | $60,547-30.1% | $125,391-66.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 68.0%+17.8pp | 83.2%+2.5pp |
| Annual return | -2.67% | -5.38%+2.7pp | 335.64%-338.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,692 | $3,438-50.8% | $2,419-30.1% | $4,866-65.2% |
| Participant deferral / active EE | $3,149 | $4,506-30.1% | $3,328-5.4% | $5,352-41.2% |
| Admin fee / account holder | $3,932 | $6,768-41.9% | $4,536-13.3% | $9,540-58.8% |