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 | $39,358 | $77,813-49.4% | $123,544-68.1% | $64,186-38.7% |
| Participation rate | 71.6% | 74.7%-3.1pp | 82.3%-10.7pp | 69.6%+2.1pp |
| Annual return | -6.04% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,621 | $5,240+7.3% | $6,426-12.5% | $3,470+62.0% |
| Admin fee / account holder | $7,413 | $5,519+34.3% | $9,284-20.1% | $4,888+51.7% |