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 | $103,983 | $167,307-37.8% | $143,757-27.7% | $134,475-22.7% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -16.18% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,044 | $5,619-45.8% | $4,951-38.5% | $4,740-35.8% |
| Participant deferral / active EE | $8,000 | $6,446+24.1% | $5,637+41.9% | $6,400+25.0% |
| Admin fee / account holder | $1,983 | $18,088-89.0% | $14,673-86.5% | $11,426-82.6% |