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 | $64,170 | $85,790-25.2% | $67,313-4.7% | $135,375-52.6% |
| Participation rate | 76.9% | 76.5%+0.5pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | -5.81% | -0.54%-5.3pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,424 | $3,487-59.2% | $2,566-44.5% | $4,779-70.2% |
| Participant deferral / active EE | $3,722 | $4,651-20.0% | $3,568+4.3% | $5,609-33.6% |
| Admin fee / account holder | $7,296 | $6,392+14.1% | $4,507+61.9% | $10,827-32.6% |