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 | $49,483 | $49,451+0.1% | $79,550-37.8% | $66,914-26.0% |
| Participation rate | 74.3% | 61.3%+12.9pp | 69.5%+4.8pp | 69.8%+4.5pp |
| Annual return | -16.81% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,417 | $1,266+12.0% | $2,413-41.3% | $2,544-44.3% |
| Participant deferral / active EE | $6,683 | $3,159+111.6% | $3,985+67.7% | $4,237+57.7% |
| Admin fee / account holder | $3,669 | $595+517.0% | $6,832-46.3% | $593+518.4% |