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 | $46,579 | $54,229-14.1% | $70,092-33.5% | $68,494-32.0% |
| Participation rate | 98.1% | 64.5%+33.6pp | 70.5%+27.6pp | 67.9%+30.2pp |
| Annual return | -10.34% | -13.87%+3.5pp | 190.73%-201.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $4,131 | $2,018+104.7% | $2,559+61.4% | $2,596+59.1% |
| Participant deferral / active EE | $5,628 | $2,956+90.4% | $3,849+46.2% | $4,027+39.8% |
| Admin fee / account holder | $2,137 | $4,694-54.5% | $6,267-65.9% | $5,403-60.5% |