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 | $66,446 | $72,404-8.2% | $110,238-39.7% | $64,186+3.5% |
| Participation rate | 80.4% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.8pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,030 | $2,282-11.0% | $3,826-46.9% | $2,381-14.7% |
| Participant deferral / active EE | $3,591 | $3,469+3.5% | $4,672-23.1% | $3,470+3.5% |
| Admin fee / account holder | $1,235 | $5,664-78.2% | $8,547-85.6% | $4,888-74.7% |