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 | $25,874 | $69,010-62.5% | $159,960-83.8% | $68,494-62.2% |
| Participation rate | 75.4% | 65.4%+10.0pp | 78.0%-2.5pp | 67.9%+7.5pp |
| Annual return | -14.89% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,267 | $2,213-42.8% | $4,226-70.0% | $2,596-51.2% |
| Participant deferral / active EE | $2,356 | $4,212-44.1% | $6,182-61.9% | $4,027-41.5% |
| Admin fee / account holder | $1,625 | $4,798-66.1% | $8,698-81.3% | $5,403-69.9% |