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 | $37,661 | $56,357-33.2% | $104,294-63.9% | $68,494-45.0% |
| Participation rate | 93.7% | 63.3%+30.4pp | 73.3%+20.4pp | 67.9%+25.8pp |
| Annual return | -8.41% | -9.19%+0.8pp | 24.61%-33.0pp | -7.84%-0.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,205 | $3,077+36.7% | $4,625-9.1% | $4,027+4.4% |
| Admin fee / account holder | $2,066 | $4,903-57.9% | $7,339-71.9% | $5,403-61.8% |