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 | $27,353 | $76,000-64.0% | $154,107-82.3% | $64,186-57.4% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -6.42% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $661 | $3,351-80.3% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $1,334 | $3,175-58.0% | $5,081-73.7% | $3,470-61.5% |
| Admin fee / account holder | $3,611 | $5,596-35.5% | $13,411-73.1% | $4,888-26.1% |