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 | $37,754 | $54,229-30.4% | $70,092-46.1% | $68,494-44.9% |
| Participation rate | 77.1% | 64.5%+12.6pp | 70.5%+6.6pp | 67.9%+9.2pp |
| Annual return | -13.43% | -13.87%+0.4pp | 190.73%-204.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,114 | $2,018+54.3% | $2,559+21.7% | $2,596+19.9% |
| Participant deferral / active EE | $5,868 | $2,956+98.5% | $3,849+52.5% | $4,027+45.7% |
| Admin fee / account holder | $1,625 | $4,694-65.4% | $6,267-74.1% | $5,403-69.9% |