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 | $63,435 | $91,538-30.7% | $129,995-51.2% | $75,163-15.6% |
| Participation rate | 75.6% | 71.4%+4.2pp | 78.5%-2.9pp | 67.2%+8.4pp |
| Annual return | 15.33% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,194 | $2,845-58.0% | $4,320-72.4% | $2,670-55.3% |
| Participant deferral / active EE | $3,116 | $4,341-28.2% | $5,820-46.5% | $4,125-24.5% |
| Admin fee / account holder | $671 | $6,790-90.1% | $10,614-93.7% | $5,651-88.1% |