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 | $45,795 | $49,177-6.9% | $79,464-42.4% | $64,186-28.7% |
| Participation rate | 87.8% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.2pp |
| Annual return | -3.73% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,228 | $2,076-40.9% | $2,800-56.2% | $2,381-48.4% |
| Participant deferral / active EE | $2,464 | $2,821-12.7% | $3,704-33.5% | $3,470-29.0% |
| Admin fee / account holder | $6,282 | $3,839+63.6% | $5,113+22.9% | $4,888+28.5% |