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 | $72,531 | $91,911-21.1% | $68,793+5.4% | $135,375-46.4% |
| Participation rate | 95.2% | 76.7%+18.5pp | 72.2%+23.0pp | 82.6%+12.6pp |
| Annual return | -5.55% | -8.22%+2.7pp | -4.63%-0.9pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,805 | $3,924-54.0% | $2,625-31.2% | $4,779-62.2% |
| Participant deferral / active EE | $1,785 | $4,315-58.6% | $3,311-46.1% | $5,609-68.2% |
| Admin fee / account holder | $319 | $9,240-96.5% | $5,131-93.8% | $10,827-97.1% |