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 | $68,630 | $105,860-35.2% | $90,749-24.4% | $134,475-49.0% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | -15.62% | -11.01%-4.6pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,384 | $3,462-31.1% | $2,921-18.4% | $4,740-49.7% |
| Participant deferral / active EE | $2,230 | $5,216-57.2% | $4,564-51.1% | $6,400-65.2% |
| Admin fee / account holder | $11,664 | $13,938-16.3% | $8,445+38.1% | $11,426+2.1% |