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 | $57,571 | $95,862-39.9% | $79,550-27.6% | $134,475-57.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -17.71% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $707 | $3,128-77.4% | $2,413-70.7% | $4,740-85.1% |
| Participant deferral / active EE | $1,386 | $4,693-70.5% | $3,985-65.2% | $6,400-78.3% |
| Admin fee / account holder | $1,294 | $9,126-85.8% | $6,832-81.1% | $11,426-88.7% |