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 | $61,701 | $167,307-63.1% | $143,757-57.1% | $134,475-54.1% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -17.93% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,834 | $5,619-67.4% | $4,951-63.0% | $4,740-61.3% |
| Participant deferral / active EE | $6,031 | $6,446-6.4% | $5,637+7.0% | $6,400-5.8% |
| Admin fee / account holder | $344 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |