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 5-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 | $79,954 | $91,538-12.7% | $129,995-38.5% | $75,163+6.4% |
| Participation rate | 70.2% | 71.4%-1.3pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 15.52% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,557 | $4,341+51.0% | $5,820+12.7% | $4,125+58.9% |
| Admin fee / account holder | $4,598 | $6,790-32.3% | $10,614-56.7% | $5,651-18.6% |