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 | $50,669 | $95,862-47.1% | $79,550-36.3% | $134,475-62.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -11.44% | -2.69%-8.8pp | 0.16%-11.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,308 | $3,128-26.2% | $2,413-4.4% | $4,740-51.3% |
| Participant deferral / active EE | $3,125 | $4,693-33.4% | $3,985-21.6% | $6,400-51.2% |
| Admin fee / account holder | $2,093 | $9,126-77.1% | $6,832-69.4% | $11,426-81.7% |