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 | $27,521 | $167,484-83.6% | $151,611-81.8% | $134,475-79.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.83% | 7.80%-28.6pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,945 | $6,829-71.5% | $6,166-68.5% | $4,740-59.0% |
| Participant deferral / active EE | $3,959 | $8,986-55.9% | $8,363-52.7% | $6,400-38.1% |
| Admin fee / account holder | $705 | $13,783-94.9% | $11,616-93.9% | $11,426-93.8% |