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 9-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 | $42,441 | $82,664-48.7% | $125,339-66.1% | $68,494-38.0% |
| Participation rate | 74.4% | 75.0%-0.6pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $929 | $3,381-72.5% | $4,814-80.7% | $2,596-64.2% |
| Participant deferral / active EE | $8,245 | $6,110+34.9% | $7,446+10.7% | $4,027+104.7% |
| Admin fee / account holder | $2,861 | $6,275-54.4% | $10,010-71.4% | $5,403-47.0% |