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 | $49,347 | $69,010-28.5% | $159,960-69.2% | $68,494-28.0% |
| Participation rate | 78.9% | 65.4%+13.5pp | 78.0%+1.0pp | 67.9%+11.1pp |
| Annual return | -15.10% | -9.65%-5.4pp | 408.60%-423.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,067 | $2,213-51.8% | $4,226-74.8% | $2,596-58.9% |
| Participant deferral / active EE | $3,952 | $4,212-6.2% | $6,182-36.1% | $4,027-1.9% |
| Admin fee / account holder | $10,134 | $4,798+111.2% | $8,698+16.5% | $5,403+87.6% |