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 | $60,045 | $211,958-71.7% | $169,463-64.6% | $135,375-55.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.76% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,313 | $5,120-74.4% | $4,159-68.4% | $4,779-72.5% |
| Participant deferral / active EE | $3,740 | $6,075-38.4% | $5,277-29.1% | $5,609-33.3% |
| Admin fee / account holder | $312 | $11,471-97.3% | $9,109-96.6% | $10,827-97.1% |