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 | $44,669 | $129,942-65.6% | $104,294-57.2% | $134,475-66.8% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -17.74% | 42.03%-59.8pp | 24.61%-42.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,521 | $4,184-15.9% | $3,372+4.4% | $4,740-25.7% |
| Participant deferral / active EE | $2,388 | $5,588-57.3% | $4,625-48.4% | $6,400-62.7% |
| Admin fee / account holder | $663 | $9,323-92.9% | $7,339-91.0% | $11,426-94.2% |