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 | $40,253 | $91,538-56.0% | $129,995-69.0% | $75,163-46.4% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 17.93% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,331 | $2,845-18.1% | $4,320-46.0% | $2,670-12.7% |
| Participant deferral / active EE | $3,229 | $4,341-25.6% | $5,820-44.5% | $4,125-21.7% |
| Admin fee / account holder | $1,895 | $6,790-72.1% | $10,614-82.1% | $5,651-66.5% |