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 | $43,260 | $147,167-70.6% | $111,392-61.2% | $135,375-68.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -6.03% | -4.44%-1.6pp | -2.06%-4.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,992 | $5,204-4.1% | $4,328+15.3% | $4,779+4.5% |
| Participant deferral / active EE | $9,038 | $6,565+37.7% | $5,567+62.3% | $5,609+61.1% |
| Admin fee / account holder | $9,115 | $20,270-55.0% | $12,266-25.7% | $10,827-15.8% |