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 | $45,762 | $82,664-44.6% | $125,339-63.5% | $68,494-33.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,866 | $3,381-15.2% | $4,814-40.5% | $2,596+10.4% |
| Participant deferral / active EE | $4,461 | $6,110-27.0% | $7,446-40.1% | $4,027+10.8% |
| Admin fee / account holder | $7,452 | $6,275+18.7% | $10,010-25.6% | $5,403+37.9% |