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 | $50,317 | $211,958-76.3% | $169,463-70.3% | $135,375-62.8% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -7.29% | 3.26%-10.5pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,726 | $5,120-66.3% | $4,159-58.5% | $4,779-63.9% |
| Participant deferral / active EE | $2,172 | $6,075-64.3% | $5,277-58.8% | $5,609-61.3% |
| Admin fee / account holder | $6,295 | $11,471-45.1% | $9,109-30.9% | $10,827-41.9% |