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 | $38,423 | $167,307-77.0% | $143,757-73.3% | $134,475-71.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -15.69% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,824 | $5,619-49.7% | $4,951-43.0% | $4,740-40.4% |
| Participant deferral / active EE | $4,516 | $6,446-29.9% | $5,637-19.9% | $6,400-29.4% |
| Admin fee / account holder | $4,373 | $18,088-75.8% | $14,673-70.2% | $11,426-61.7% |