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 | $53,199 | $92,222-42.3% | $76,768-30.7% | $135,375-60.7% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -8.15% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,281 | $3,216+33.1% | $2,485+72.3% | $4,779-10.4% |
| Participant deferral / active EE | $4,644 | $4,509+3.0% | $3,852+20.6% | $5,609-17.2% |
| Admin fee / account holder | $4,706 | $10,748-56.2% | $6,675-29.5% | $10,827-56.5% |