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 | $78,891 | $105,860-25.5% | $90,749-13.1% | $134,475-41.3% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -16.73% | -11.01%-5.7pp | -12.16%-4.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,503 | $3,462-56.6% | $2,921-48.6% | $4,740-68.3% |
| Participant deferral / active EE | $5,318 | $5,216+2.0% | $4,564+16.5% | $6,400-16.9% |
| Admin fee / account holder | $1,168 | $13,938-91.6% | $8,445-86.2% | $11,426-89.8% |