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 | $54,996 | $152,509-63.9% | $117,472-53.2% | $134,475-59.1% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -19.38% | 52.99%-72.4pp | 29.74%-49.1pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,913 | $5,571-47.7% | $4,176-30.2% | $4,740-38.5% |
| Participant deferral / active EE | $4,252 | $4,818-11.7% | $4,070+4.5% | $6,400-33.6% |
| Admin fee / account holder | $1,624 | $7,004-76.8% | $5,645-71.2% | $11,426-85.8% |