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 | $58,656 | $54,350+7.9% | $82,719-29.1% | $68,494-14.4% |
| Participation rate | 73.0% | 63.9%+9.1pp | 72.6%+0.4pp | 67.9%+5.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,432 | $2,218-35.4% | $3,009-52.4% | $2,596-44.8% |
| Participant deferral / active EE | $3,187 | $3,246-1.8% | $4,395-27.5% | $4,027-20.9% |
| Admin fee / account holder | $1,771 | $4,395-59.7% | $5,329-66.8% | $5,403-67.2% |