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 | $43,075 | $167,307-74.3% | $143,757-70.0% | $134,475-68.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.59% | 0.46%-19.1pp | -0.04%-18.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,483 | $5,619-2.4% | $4,951+10.7% | $4,740+15.7% |
| Participant deferral / active EE | $10,199 | $6,446+58.2% | $5,637+80.9% | $6,400+59.4% |
| Admin fee / account holder | $648 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |