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 | $67,118 | $95,193-29.5% | $76,523-12.3% | $135,375-50.4% |
| Participation rate | 70.6% | 74.4%-3.8pp | 68.0%+2.6pp | 82.6%-12.1pp |
| Annual return | -6.74% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,168 | $3,302-64.6% | $2,647-55.9% | $4,779-75.6% |
| Participant deferral / active EE | $5,512 | $4,639+18.8% | $3,835+43.7% | $5,609-1.7% |
| Admin fee / account holder | $489 | $6,249-92.2% | $4,848-89.9% | $10,827-95.5% |