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 | $28,667 | $57,354-50.0% | $83,848-65.8% | $64,186-55.3% |
| Participation rate | 72.6% | 68.6%+4.0pp | 76.1%-3.6pp | 69.6%+3.0pp |
| Annual return | -8.31% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $984 | $2,545-61.3% | $3,631-72.9% | $2,381-58.7% |
| Participant deferral / active EE | $1,422 | $2,993-52.5% | $4,082-65.2% | $3,470-59.0% |
| Admin fee / account holder | $1,474 | $4,046-63.6% | $5,478-73.1% | $4,888-69.8% |