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 | $48,083 | $54,350-11.5% | $82,719-41.9% | $68,494-29.8% |
| Participation rate | 70.5% | 63.9%+6.5pp | 72.6%-2.1pp | 67.9%+2.6pp |
| Annual return | -17.53% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,283 | $2,218+48.0% | $3,009+9.1% | $2,596+26.5% |
| Participant deferral / active EE | $3,168 | $3,246-2.4% | $4,395-27.9% | $4,027-21.3% |
| Admin fee / account holder | $1,816 | $4,395-58.7% | $5,329-65.9% | $5,403-66.4% |