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 | $50,412 | $95,862-47.4% | $79,550-36.6% | $134,475-62.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -12.09% | -2.69%-9.4pp | 0.16%-12.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,406 | $3,128+8.9% | $2,413+41.1% | $4,740-28.1% |
| Participant deferral / active EE | $7,049 | $4,693+50.2% | $3,985+76.9% | $6,400+10.1% |
| Admin fee / account holder | $479 | $9,126-94.8% | $6,832-93.0% | $11,426-95.8% |