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 | $63,335 | $78,694-19.5% | $67,652-6.4% | $125,391-49.5% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -2.84% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,421 | $3,044-53.3% | $2,266-37.3% | $4,866-70.8% |
| Participant deferral / active EE | $4,019 | $4,292-6.4% | $3,560+12.9% | $5,352-24.9% |
| Admin fee / account holder | $1,891 | $7,403-74.5% | $4,821-60.8% | $9,540-80.2% |