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 | $66,155 | $197,825-66.6% | $155,790-57.5% | $125,391-47.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 76.1%-6.1pp | 83.2%-13.2pp |
| Annual return | -1.15% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $451 | $4,847-90.7% | $3,836-88.3% | $4,866-90.7% |
| Participant deferral / active EE | $2,177 | $5,630-61.3% | $4,797-54.6% | $5,352-59.3% |
| Admin fee / account holder | $1,059 | $9,545-88.9% | $7,478-85.8% | $9,540-88.9% |