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 | $43,201 | $95,971-55.0% | $74,550-42.1% | $135,375-68.1% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -4.44% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,165 | $2,716-20.3% | $1,961+10.4% | $4,779-54.7% |
| Participant deferral / active EE | $5,941 | $3,843+54.6% | $3,108+91.1% | $5,609+5.9% |
| Admin fee / account holder | $2,680 | $6,522-58.9% | $5,060-47.0% | $10,827-75.2% |