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 | $33,676 | $133,958-74.9% | $112,228-70.0% | $134,475-75.0% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -13.07% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,195 | $4,038-70.4% | $3,635-67.1% | $4,740-74.8% |
| Participant deferral / active EE | $2,304 | $5,291-56.4% | $4,728-51.3% | $6,400-64.0% |
| Admin fee / account holder | $10,747 | $7,489+43.5% | $6,410+67.7% | $11,426-5.9% |