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 | $35,718 | $48,274-26.0% | $63,517-43.8% | $59,632-40.1% |
| Participation rate | 92.6% | 66.3%+26.3pp | 71.0%+21.6pp | 68.7%+24.0pp |
| Annual return | 2.33% | -240.79%+243.1pp | -70.30%+72.6pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $941 | $1,586-40.7% | $2,322-59.5% | $2,203-57.3% |
| Participant deferral / active EE | $2,436 | $2,343+4.0% | $2,953-17.5% | $3,192-23.7% |
| Admin fee / account holder | $492 | $3,600-86.3% | $5,892-91.6% | $4,297-88.5% |