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 | $76,986 | $72,404+6.3% | $110,238-30.2% | $64,186+19.9% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | -4.38% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $855 | $2,282-62.5% | $3,826-77.6% | $2,381-64.1% |
| Participant deferral / active EE | $5,252 | $3,469+51.4% | $4,672+12.4% | $3,470+51.4% |
| Admin fee / account holder | $1,144 | $5,664-79.8% | $8,547-86.6% | $4,888-76.6% |