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 | $42,017 | $117,690-64.3% | $71,735-41.4% | $134,475-68.8% |
| Participation rate | 76.9% | 68.8%+8.1pp | 62.3%+14.6pp | 81.2%-4.3pp |
| Annual return | -19.32% | 25.44%-44.8pp | 9.14%-28.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $457 | $2,525-81.9% | $1,704-73.2% | $4,740-90.4% |
| Participant deferral / active EE | $3,084 | $3,759-18.0% | $2,658+16.0% | $6,400-51.8% |
| Admin fee / account holder | $658 | $6,379-89.7% | $3,974-83.4% | $11,426-94.2% |