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 | $61,302 | $59,107+3.7% | $86,436-29.1% | $68,494-10.5% |
| Participation rate | 74.2% | 75.2%-1.0pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -17.09% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,295 | $2,519-8.9% | $3,769-39.1% | $2,596-11.6% |
| Participant deferral / active EE | $5,814 | $5,901-1.5% | $6,952-16.4% | $4,027+44.4% |
| Admin fee / account holder | $380 | $5,637-93.3% | $6,731-94.4% | $5,403-93.0% |