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 | $43,301 | $54,350-20.3% | $82,719-47.7% | $68,494-36.8% |
| Participation rate | 78.0% | 63.9%+14.1pp | 72.6%+5.5pp | 67.9%+10.2pp |
| Annual return | -15.98% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,335 | $2,218+50.3% | $3,009+10.8% | $2,596+28.4% |
| Participant deferral / active EE | $1,932 | $3,246-40.5% | $4,395-56.0% | $4,027-52.0% |
| Admin fee / account holder | $4,425 | $4,395+0.7% | $5,329-17.0% | $5,403-18.1% |