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 | $47,881 | $167,307-71.4% | $143,757-66.7% | $134,475-64.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.39% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,931 | $5,619-47.8% | $4,951-40.8% | $4,740-38.2% |
| Participant deferral / active EE | $5,701 | $6,446-11.6% | $5,637+1.1% | $6,400-10.9% |
| Admin fee / account holder | $12,849 | $18,088-29.0% | $14,673-12.4% | $11,426+12.5% |