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 | $52,690 | $54,350-3.1% | $82,719-36.3% | $68,494-23.1% |
| Participation rate | 87.2% | 63.9%+23.3pp | 72.6%+14.6pp | 67.9%+19.3pp |
| Annual return | -18.07% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,677 | $2,218+65.8% | $3,009+22.2% | $2,596+41.6% |
| Participant deferral / active EE | $3,983 | $3,246+22.7% | $4,395-9.4% | $4,027-1.1% |
| Admin fee / account holder | $304 | $4,395-93.1% | $5,329-94.3% | $5,403-94.4% |