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 | $52,943 | $54,229-2.4% | $70,092-24.5% | $68,494-22.7% |
| Participation rate | 76.2% | 64.5%+11.7pp | 70.5%+5.7pp | 67.9%+8.3pp |
| Annual return | -17.70% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,450 | $2,018+71.0% | $2,559+34.8% | $2,596+32.9% |
| Participant deferral / active EE | $2,253 | $2,956-23.8% | $3,849-41.5% | $4,027-44.1% |
| Admin fee / account holder | $2,813 | $4,694-40.1% | $6,267-55.1% | $5,403-47.9% |