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 6-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 | $29,456 | $106,543-72.4% | $91,220-67.7% | $134,475-78.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -14.64% | 160.60%-175.2pp | 114.01%-128.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,777 | $3,331-16.6% | $2,850-2.6% | $4,740-41.4% |
| Participant deferral / active EE | $3,651 | $4,719-22.6% | $4,234-13.8% | $6,400-43.0% |
| Admin fee / account holder | $2,485 | $6,231-60.1% | $5,420-54.1% | $11,426-78.3% |