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 | $57,285 | $92,222-37.9% | $76,768-25.4% | $135,375-57.7% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -7.31% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,724 | $3,216-46.4% | $2,485-30.6% | $4,779-63.9% |
| Participant deferral / active EE | $3,426 | $4,509-24.0% | $3,852-11.1% | $5,609-38.9% |
| Admin fee / account holder | $1,463 | $10,748-86.4% | $6,675-78.1% | $10,827-86.5% |