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 | $58,684 | $57,354+2.3% | $83,848-30.0% | $64,186-8.6% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | -6.10% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $674 | $2,545-73.5% | $3,631-81.4% | $2,381-71.7% |
| Participant deferral / active EE | $2,055 | $2,993-31.3% | $4,082-49.6% | $3,470-40.8% |
| Admin fee / account holder | $3,084 | $4,046-23.8% | $5,478-43.7% | $4,888-36.9% |