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 | $60,160 | $95,971-37.3% | $74,550-19.3% | $135,375-55.6% |
| Participation rate | 70.8% | 75.7%-4.8pp | 69.1%+1.7pp | 82.6%-11.8pp |
| Annual return | -5.22% | 56.96%-62.2pp | 32.53%-37.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,511 | $2,716-44.4% | $1,961-23.0% | $4,779-68.4% |
| Participant deferral / active EE | $2,337 | $3,843-39.2% | $3,108-24.8% | $5,609-58.3% |
| Admin fee / account holder | $1,265 | $6,522-80.6% | $5,060-75.0% | $10,827-88.3% |