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 | $52,444 | $107,791-51.3% | $90,645-42.1% | $135,375-61.3% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -6.80% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,383 | $3,018-54.2% | $2,532-45.4% | $4,779-71.1% |
| Participant deferral / active EE | $4,394 | $3,872+13.5% | $3,425+28.3% | $5,609-21.7% |
| Admin fee / account holder | $1,675 | $5,930-71.8% | $4,994-66.5% | $10,827-84.5% |