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 | $32,766 | $82,286-60.2% | $68,791-52.4% | $134,475-75.6% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.0%+16.0pp | 81.2%+3.8pp |
| Annual return | -16.78% | -2.19%-14.6pp | -6.38%-10.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,978 | $4,739-37.2% | $3,941-24.4% | $6,400-53.5% |
| Admin fee / account holder | $1,862 | $6,481-71.3% | $4,932-62.2% | $11,426-83.7% |