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 | $57,505 | $158,817-63.8% | $121,196-52.6% | $135,375-57.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -7.78% | -0.64%-7.1pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,521 | $5,665-55.5% | $4,022-37.3% | $4,779-47.2% |
| Participant deferral / active EE | $6,624 | $4,005+65.4% | $3,344+98.1% | $5,609+18.1% |
| Admin fee / account holder | $2,384 | $6,512-63.4% | $5,019-52.5% | $10,827-78.0% |