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 | $57,484 | $59,107-2.7% | $86,436-33.5% | $68,494-16.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -16.78% | -0.23%-16.6pp | 4394.89%-4411.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,330 | $2,519-47.2% | $3,769-64.7% | $2,596-48.8% |
| Participant deferral / active EE | $3,694 | $5,901-37.4% | $6,952-46.9% | $4,027-8.3% |
| Admin fee / account holder | $2,488 | $5,637-55.9% | $6,731-63.0% | $5,403-53.9% |