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 | $17,680 | $190,805-90.7% | $159,960-88.9% | $134,475-86.9% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -14.09% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,213 | $4,995-75.7% | $4,226-71.3% | $4,740-74.4% |
| Participant deferral / active EE | $8,463 | $6,923+22.2% | $6,182+36.9% | $6,400+32.2% |
| Admin fee / account holder | $1,005 | $10,471-90.4% | $8,698-88.4% | $11,426-91.2% |