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 | $42,590 | $49,177-13.4% | $79,464-46.4% | $64,186-33.6% |
| Participation rate | 75.8% | 65.0%+10.7pp | 73.3%+2.4pp | 69.6%+6.2pp |
| Annual return | -7.00% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $654 | $2,076-68.5% | $2,800-76.7% | $2,381-72.5% |
| Participant deferral / active EE | $2,093 | $2,821-25.8% | $3,704-43.5% | $3,470-39.7% |
| Admin fee / account holder | $493 | $3,839-87.2% | $5,113-90.4% | $4,888-89.9% |