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 | $28,655 | $82,664-65.3% | $125,339-77.1% | $68,494-58.2% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -14.70% | -5.97%-8.7pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,475 | $3,381-56.4% | $4,814-69.4% | $2,596-43.2% |
| Participant deferral / active EE | $3,462 | $6,110-43.3% | $7,446-53.5% | $4,027-14.0% |
| Admin fee / account holder | $4,974 | $6,275-20.7% | $10,010-50.3% | $5,403-7.9% |