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 | $45,673 | $138,065-66.9% | $123,544-63.0% | $135,375-66.3% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.08% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,592 | $5,151-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $2,568 | $6,799-62.2% | $6,426-60.0% | $5,609-54.2% |
| Admin fee / account holder | $4,308 | $10,916-60.5% | $9,284-53.6% | $10,827-60.2% |