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 | $26,374 | $100,754-73.8% | $86,677-69.6% | $134,475-80.4% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -19.23% | 29.04%-48.3pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,420 | $3,489-59.3% | $2,836-50.0% | $4,740-70.1% |
| Participant deferral / active EE | $2,732 | $5,338-48.8% | $4,656-41.3% | $6,400-57.3% |
| Admin fee / account holder | $5,176 | $10,926-52.6% | $7,493-30.9% | $11,426-54.7% |