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 | $43,752 | $147,167-70.3% | $111,392-60.7% | $135,375-67.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 78.9%-1.1pp | 82.6%-4.9pp |
| Annual return | -0.61% | -4.44%+3.8pp | -2.06%+1.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $5,728 | $5,204+10.1% | $4,328+32.3% | $4,779+19.9% |
| Participant deferral / active EE | $5,988 | $6,565-8.8% | $5,567+7.6% | $5,609+6.8% |
| Admin fee / account holder | $863 | $20,270-95.7% | $12,266-93.0% | $10,827-92.0% |