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 | $47,751 | $25,979+83.8% | $71,735-33.4% | $68,494-30.3% |
| Participation rate | 86.8% | 54.5%+32.3pp | 62.3%+24.5pp | 67.9%+19.0pp |
| Annual return | -15.87% | -15.10%-0.8pp | 9.14%-25.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,085 | $900+20.5% | $1,704-36.3% | $2,596-58.2% |
| Participant deferral / active EE | $3,471 | $1,522+128.0% | $2,658+30.6% | $4,027-13.8% |
| Admin fee / account holder | $1,474 | $2,022-27.1% | $3,974-62.9% | $5,403-72.7% |