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 | $65,504 | $142,344-54.0% | $119,609-45.2% | $134,475-51.3% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.3%-2.8pp | 81.2%-4.8pp |
| Annual return | -16.52% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,683 | $5,222-67.8% | $4,232-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $3,221 | $6,469-50.2% | $5,602-42.5% | $6,400-49.7% |
| Admin fee / account holder | $3,591 | $13,584-73.6% | $10,323-65.2% | $11,426-68.6% |