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 | $42,078 | $82,664-49.1% | $125,339-66.4% | $68,494-38.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,508 | $3,381-25.8% | $4,814-47.9% | $2,596-3.4% |
| Participant deferral / active EE | $3,015 | $6,110-50.7% | $7,446-59.5% | $4,027-25.1% |
| Admin fee / account holder | $3,404 | $6,275-45.8% | $10,010-66.0% | $5,403-37.0% |