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 | $66,556 | $82,664-19.5% | $125,339-46.9% | $68,494-2.8% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -10.15% | -5.97%-4.2pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,346 | $3,381-1.0% | $4,814-30.5% | $2,596+28.9% |
| Participant deferral / active EE | $6,610 | $6,110+8.2% | $7,446-11.2% | $4,027+64.1% |
| Admin fee / account holder | $5,996 | $6,275-4.5% | $10,010-40.1% | $5,403+11.0% |