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 | $45,071 | $54,350-17.1% | $82,719-45.5% | $68,494-34.2% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -19.41% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,237 | $2,218+0.9% | $3,009-25.6% | $2,596-13.8% |
| Participant deferral / active EE | $3,890 | $3,246+19.8% | $4,395-11.5% | $4,027-3.4% |
| Admin fee / account holder | $2,794 | $4,395-36.4% | $5,329-47.6% | $5,403-48.3% |