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 | $57,275 | $72,404-20.9% | $110,238-48.0% | $64,186-10.8% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | -5.03% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $641 | $2,282-71.9% | $3,826-83.3% | $2,381-73.1% |
| Participant deferral / active EE | $4,470 | $3,469+28.8% | $4,672-4.3% | $3,470+28.8% |
| Admin fee / account holder | $541 | $5,664-90.4% | $8,547-93.7% | $4,888-88.9% |