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 | $36,795 | $82,286-55.3% | $68,791-46.5% | $134,475-72.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -18.77% | -2.19%-16.6pp | -6.38%-12.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,703 | $3,301-18.1% | $2,655+1.8% | $4,740-43.0% |
| Participant deferral / active EE | $3,837 | $4,739-19.0% | $3,941-2.7% | $6,400-40.1% |
| Admin fee / account holder | $2,206 | $6,481-66.0% | $4,932-55.3% | $11,426-80.7% |