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 | $79,401 | $142,344-44.2% | $119,609-33.6% | $134,475-41.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -5.71% | -12.44%+6.7pp | -14.97%+9.3pp | 417.96%-423.7pp |
| Employer contribution / active EE | $1,288 | $5,222-75.3% | $4,232-69.6% | $4,740-72.8% |
| Participant deferral / active EE | $4,922 | $6,469-23.9% | $5,602-12.1% | $6,400-23.1% |
| Admin fee / account holder | $5,946 | $13,584-56.2% | $10,323-42.4% | $11,426-48.0% |