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 | $37,894 | $92,222-58.9% | $76,768-50.6% | $135,375-72.0% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -8.73% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,293 | $3,216-59.8% | $2,485-48.0% | $4,779-72.9% |
| Participant deferral / active EE | $1,419 | $4,509-68.5% | $3,852-63.1% | $5,609-74.7% |
| Admin fee / account holder | $350 | $10,748-96.7% | $6,675-94.8% | $10,827-96.8% |