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 | $53,660 | $82,664-35.1% | $125,339-57.2% | $68,494-21.7% |
| Participation rate | 84.1% | 75.0%+9.1pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,279 | $3,381-62.2% | $4,814-73.4% | $2,596-50.7% |
| Participant deferral / active EE | $3,439 | $6,110-43.7% | $7,446-53.8% | $4,027-14.6% |
| Admin fee / account holder | $2,087 | $6,275-66.7% | $10,010-79.1% | $5,403-61.4% |