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 | $37,671 | $105,860-64.4% | $90,749-58.5% | $134,475-72.0% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.7%+6.9pp | 81.2%+1.4pp |
| Annual return | -19.02% | -11.01%-8.0pp | -12.16%-6.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,495 | $3,462-56.8% | $2,921-48.8% | $4,740-68.5% |
| Participant deferral / active EE | $4,544 | $5,216-12.9% | $4,564-0.4% | $6,400-29.0% |
| Admin fee / account holder | $1,587 | $13,938-88.6% | $8,445-81.2% | $11,426-86.1% |