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 | $33,481 | $57,354-41.6% | $83,848-60.1% | $64,186-47.8% |
| Participation rate | 82.7% | 68.6%+14.1pp | 76.1%+6.5pp | 69.6%+13.1pp |
| Annual return | -4.93% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $962 | $2,545-62.2% | $3,631-73.5% | $2,381-59.6% |
| Participant deferral / active EE | $2,279 | $2,993-23.8% | $4,082-44.2% | $3,470-34.3% |
| Admin fee / account holder | $2,138 | $4,046-47.1% | $5,478-61.0% | $4,888-56.3% |