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 | $61,574 | $133,958-54.0% | $112,228-45.1% | $134,475-54.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -6.30% | 47.11%-53.4pp | 27.45%-33.8pp | 417.96%-424.3pp |
| Employer contribution / active EE | $8,577 | $4,038+112.4% | $3,635+136.0% | $4,740+81.0% |
| Participant deferral / active EE | $2,566 | $5,291-51.5% | $4,728-45.7% | $6,400-59.9% |
| Admin fee / account holder | $336 | $7,489-95.5% | $6,410-94.8% | $11,426-97.1% |