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 | $65,366 | $82,664-20.9% | $125,339-47.8% | $68,494-4.6% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -11.11% | -5.97%-5.1pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,154 | $3,381+22.9% | $4,814-13.7% | $2,596+60.0% |
| Participant deferral / active EE | $5,294 | $6,110-13.4% | $7,446-28.9% | $4,027+31.5% |
| Admin fee / account holder | $2,007 | $6,275-68.0% | $10,010-80.0% | $5,403-62.9% |