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 | $49,315 | $105,860-53.4% | $90,749-45.7% | $134,475-63.3% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -11.77% | -11.01%-0.8pp | -12.16%+0.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,975 | $3,462-14.1% | $2,921+1.8% | $4,740-37.2% |
| Participant deferral / active EE | $4,162 | $5,216-20.2% | $4,564-8.8% | $6,400-35.0% |
| Admin fee / account holder | $355 | $13,938-97.5% | $8,445-95.8% | $11,426-96.9% |