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 | $37,727 | $82,664-54.4% | $125,339-69.9% | $68,494-44.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -1.89% | -5.97%+4.1pp | 572.05%-573.9pp | -7.84%+6.0pp |
| Employer contribution / active EE | $3,886 | $3,381+14.9% | $4,814-19.3% | $2,596+49.7% |
| Participant deferral / active EE | $8,182 | $6,110+33.9% | $7,446+9.9% | $4,027+103.2% |
| Admin fee / account holder | $6,222 | $6,275-0.8% | $10,010-37.8% | $5,403+15.2% |