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 | $44,951 | $82,664-45.6% | $125,339-64.1% | $68,494-34.4% |
| Participation rate | 87.3% | 75.0%+12.3pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -13.42% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,666 | $3,381-21.2% | $4,814-44.6% | $2,596+2.7% |
| Participant deferral / active EE | $5,461 | $6,110-10.6% | $7,446-26.7% | $4,027+35.6% |
| Admin fee / account holder | $5,166 | $6,275-17.7% | $10,010-48.4% | $5,403-4.4% |