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 | $52,637 | $211,958-75.2% | $169,463-68.9% | $135,375-61.1% |
| Participation rate | 82.4% | 82.6%-0.3pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | -4.38% | 3.26%-7.6pp | 1.83%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,929 | $5,120-42.8% | $4,159-29.6% | $4,779-38.7% |
| Participant deferral / active EE | $6,492 | $6,075+6.9% | $5,277+23.0% | $5,609+15.7% |
| Admin fee / account holder | $477 | $11,471-95.8% | $9,109-94.8% | $10,827-95.6% |