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 | $57,673 | $95,862-39.8% | $79,550-27.5% | $134,475-57.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -15.34% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,211 | $3,128-29.3% | $2,413-8.4% | $4,740-53.4% |
| Participant deferral / active EE | $3,852 | $4,693-17.9% | $3,985-3.3% | $6,400-39.8% |
| Admin fee / account holder | $2,129 | $9,126-76.7% | $6,832-68.8% | $11,426-81.4% |