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 | $40,800 | $59,107-31.0% | $86,436-52.8% | $68,494-40.4% |
| Participation rate | 81.0% | 75.2%+5.7pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -16.10% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $861 | $2,519-65.8% | $3,769-77.2% | $2,596-66.8% |
| Participant deferral / active EE | $3,000 | $5,901-49.2% | $6,952-56.8% | $4,027-25.5% |
| Admin fee / account holder | $1,295 | $5,637-77.0% | $6,731-80.8% | $5,403-76.0% |