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 | $70,210 | $142,344-50.7% | $119,609-41.3% | $134,475-47.8% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -17.66% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,632 | $5,222-11.3% | $4,232+9.5% | $4,740-2.3% |
| Participant deferral / active EE | $6,958 | $6,469+7.5% | $5,602+24.2% | $6,400+8.7% |
| Admin fee / account holder | $20,457 | $13,584+50.6% | $10,323+98.2% | $11,426+79.0% |