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 | $49,275 | $95,862-48.6% | $79,550-38.1% | $134,475-63.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -12.33% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,920 | $3,128-38.6% | $2,413-20.4% | $4,740-59.5% |
| Participant deferral / active EE | $3,237 | $4,693-31.0% | $3,985-18.8% | $6,400-49.4% |
| Admin fee / account holder | $715 | $9,126-92.2% | $6,832-89.5% | $11,426-93.7% |