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 | $43,806 | $53,162-17.6% | $91,220-52.0% | $68,494-36.0% |
| Participation rate | 79.5% | 63.2%+16.3pp | 73.2%+6.3pp | 67.9%+11.7pp |
| Annual return | -15.79% | -3.14%-12.6pp | 114.01%-129.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,704 | $1,709+58.2% | $2,850-5.1% | $2,596+4.1% |
| Participant deferral / active EE | $3,229 | $2,974+8.6% | $4,234-23.7% | $4,027-19.8% |
| Admin fee / account holder | $2,315 | $4,493-48.5% | $5,420-57.3% | $5,403-57.2% |