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 | $40,396 | $91,538-55.9% | $129,995-68.9% | $75,163-46.3% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 13.16% | -631.11%+644.3pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $881 | $2,845-69.0% | $4,320-79.6% | $2,670-67.0% |
| Participant deferral / active EE | $2,823 | $4,341-35.0% | $5,820-51.5% | $4,125-31.6% |
| Admin fee / account holder | $2,011 | $6,790-70.4% | $10,614-81.1% | $5,651-64.4% |