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 | $47,295 | $54,229-12.8% | $70,092-32.5% | $68,494-31.0% |
| Participation rate | 89.3% | 64.5%+24.8pp | 70.5%+18.8pp | 67.9%+21.4pp |
| Annual return | -11.97% | -13.87%+1.9pp | 190.73%-202.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,539 | $2,956+19.7% | $3,849-8.1% | $4,027-12.1% |
| Admin fee / account holder | $2,803 | $4,694-40.3% | $6,267-55.3% | $5,403-48.1% |