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 | $20,606 | $50,958-59.6% | $74,550-72.4% | $64,186-67.9% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -6.96% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,677 | $1,115+229.7% | $1,961+87.5% | $2,381+54.4% |
| Participant deferral / active EE | $1,824 | $2,301-20.8% | $3,108-41.3% | $3,470-47.4% |
| Admin fee / account holder | $5,198 | $4,223+23.1% | $5,060+2.7% | $4,888+6.4% |