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 | $44,028 | $59,107-25.5% | $86,436-49.1% | $68,494-35.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -18.10% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,427 | $2,519-43.4% | $3,769-62.1% | $2,596-45.0% |
| Participant deferral / active EE | $6,955 | $5,901+17.9% | $6,952+0.1% | $4,027+72.7% |
| Admin fee / account holder | $659 | $5,637-88.3% | $6,731-90.2% | $5,403-87.8% |