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 | $32,695 | $57,354-43.0% | $83,848-61.0% | $64,186-49.1% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.5pp | 69.6%+23.1pp |
| Annual return | -6.49% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,956 | $2,545+16.1% | $3,631-18.6% | $2,381+24.2% |
| Participant deferral / active EE | $3,277 | $2,993+9.5% | $4,082-19.7% | $3,470-5.6% |
| Admin fee / account holder | $4,440 | $4,046+9.7% | $5,478-19.0% | $4,888-9.2% |