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 | $37,511 | $49,177-23.7% | $79,464-52.8% | $64,186-41.6% |
| Participation rate | 77.4% | 65.0%+12.3pp | 73.3%+4.0pp | 69.6%+7.8pp |
| Annual return | -7.32% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,087 | $2,076-47.7% | $2,800-61.2% | $2,381-54.4% |
| Participant deferral / active EE | $2,863 | $2,821+1.5% | $3,704-22.7% | $3,470-17.5% |
| Admin fee / account holder | $1,145 | $3,839-70.2% | $5,113-77.6% | $4,888-76.6% |