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 | $116,638 | $142,344-18.1% | $119,609-2.5% | $134,475-13.3% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.3%-2.8pp | 81.2%-4.8pp |
| Annual return | -18.65% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,334 | $5,222-55.3% | $4,232-44.9% | $4,740-50.8% |
| Participant deferral / active EE | $7,405 | $6,469+14.5% | $5,602+32.2% | $6,400+15.7% |
| Admin fee / account holder | $4,516 | $13,584-66.8% | $10,323-56.3% | $11,426-60.5% |