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 | $45,732 | $95,862-52.3% | $79,550-42.5% | $134,475-66.0% |
| Participation rate | 94.7% | 75.0%+19.7pp | 69.5%+25.3pp | 81.2%+13.5pp |
| Annual return | -10.61% | -2.69%-7.9pp | 0.16%-10.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $965 | $3,128-69.2% | $2,413-60.0% | $4,740-79.6% |
| Participant deferral / active EE | $2,020 | $4,693-56.9% | $3,985-49.3% | $6,400-68.4% |
| Admin fee / account holder | $452 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |