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 | $86,886 | $57,354+51.5% | $83,848+3.6% | $64,186+35.4% |
| Participation rate | 79.5% | 68.6%+10.9pp | 76.1%+3.4pp | 69.6%+10.0pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $601 | $2,545-76.4% | $3,631-83.4% | $2,381-74.7% |
| Participant deferral / active EE | $2,610 | $2,993-12.8% | $4,082-36.1% | $3,470-24.8% |
| Admin fee / account holder | $1,864 | $4,046-53.9% | $5,478-66.0% | $4,888-61.9% |