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 | $63,315 | $91,911-31.1% | $68,793-8.0% | $135,375-53.2% |
| Participation rate | 88.2% | 76.7%+11.5pp | 72.2%+16.0pp | 82.6%+5.6pp |
| Annual return | -6.24% | -8.22%+2.0pp | -4.63%-1.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,110 | $3,924-71.7% | $2,625-57.7% | $4,779-76.8% |
| Participant deferral / active EE | $1,451 | $4,315-66.4% | $3,311-56.2% | $5,609-74.1% |
| Admin fee / account holder | $954 | $9,240-89.7% | $5,131-81.4% | $10,827-91.2% |