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 | $58,749 | $69,010-14.9% | $159,960-63.3% | $68,494-14.2% |
| Participation rate | 93.9% | 65.4%+28.5pp | 78.0%+16.0pp | 67.9%+26.1pp |
| Annual return | -12.76% | -9.65%-3.1pp | 408.60%-421.4pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,042 | $2,213-7.8% | $4,226-51.7% | $2,596-21.4% |
| Participant deferral / active EE | $4,182 | $4,212-0.7% | $6,182-32.3% | $4,027+3.9% |
| Admin fee / account holder | $8,581 | $4,798+78.8% | $8,698-1.3% | $5,403+58.8% |