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 | $50,874 | $95,862-46.9% | $79,550-36.0% | $134,475-62.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 69.5%+25.0pp | 81.2%+13.2pp |
| Annual return | -17.77% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,028 | $3,128-35.2% | $2,413-16.0% | $4,740-57.2% |
| Participant deferral / active EE | $4,207 | $4,693-10.4% | $3,985+5.6% | $6,400-34.3% |
| Admin fee / account holder | $3,421 | $9,126-62.5% | $6,832-49.9% | $11,426-70.1% |