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 | $38,861 | $57,354-32.2% | $83,848-53.7% | $64,186-39.5% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,803 | $2,545-29.1% | $3,631-50.3% | $2,381-24.2% |
| Participant deferral / active EE | $3,446 | $2,993+15.1% | $4,082-15.6% | $3,470-0.7% |
| Admin fee / account holder | $819 | $4,046-79.8% | $5,478-85.1% | $4,888-83.3% |