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 | $52,101 | $54,350-4.1% | $82,719-37.0% | $68,494-23.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -15.90% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,469 | $2,218-33.8% | $3,009-51.2% | $2,596-43.4% |
| Participant deferral / active EE | $4,103 | $3,246+26.4% | $4,395-6.7% | $4,027+1.9% |
| Admin fee / account holder | $323 | $4,395-92.6% | $5,329-93.9% | $5,403-94.0% |