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 | $55,742 | $72,404-23.0% | $110,238-49.4% | $64,186-13.2% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.9pp |
| Annual return | -6.16% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,605 | $2,282-29.6% | $3,826-58.0% | $2,381-32.6% |
| Participant deferral / active EE | $2,682 | $3,469-22.7% | $4,672-42.6% | $3,470-22.7% |
| Admin fee / account holder | $1,662 | $5,664-70.7% | $8,547-80.6% | $4,888-66.0% |