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 | $38,296 | $133,958-71.4% | $112,228-65.9% | $134,475-71.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -8.03% | 47.11%-55.1pp | 27.45%-35.5pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,744 | $4,038-56.8% | $3,635-52.0% | $4,740-63.2% |
| Participant deferral / active EE | $8,637 | $5,291+63.3% | $4,728+82.7% | $6,400+35.0% |
| Admin fee / account holder | $548 | $7,489-92.7% | $6,410-91.4% | $11,426-95.2% |