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 | $42,111 | $85,790-50.9% | $67,313-37.4% | $135,375-68.9% |
| Participation rate | 73.3% | 76.5%-3.1pp | 69.1%+4.3pp | 82.6%-9.3pp |
| Annual return | -6.25% | -0.54%-5.7pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,116 | $3,487-39.3% | $2,566-17.5% | $4,779-55.7% |
| Participant deferral / active EE | $3,961 | $4,651-14.8% | $3,568+11.0% | $5,609-29.4% |
| Admin fee / account holder | $571 | $6,392-91.1% | $4,507-87.3% | $10,827-94.7% |