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 | $42,058 | $67,331-37.5% | $60,874-30.9% | $134,475-68.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.4pp |
| Annual return | -17.18% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,780 | $3,096+22.1% | $2,701+39.9% | $4,740-20.2% |
| Participant deferral / active EE | $12,308 | $4,538+171.2% | $3,817+222.5% | $6,400+92.3% |
| Admin fee / account holder | $3,687 | $4,582-19.5% | $3,224+14.4% | $11,426-67.7% |