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 | $105,957 | $167,307-36.7% | $143,757-26.3% | $134,475-21.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -14.49% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,728 | $5,619-51.4% | $4,951-44.9% | $4,740-42.4% |
| Participant deferral / active EE | $2,711 | $6,446-57.9% | $5,637-51.9% | $6,400-57.6% |
| Admin fee / account holder | $691 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |