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 | $60,382 | $95,193-36.6% | $76,523-21.1% | $135,375-55.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -6.67% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,695 | $3,302-18.4% | $2,647+1.8% | $4,779-43.6% |
| Participant deferral / active EE | $5,106 | $4,639+10.0% | $3,835+33.1% | $5,609-9.0% |
| Admin fee / account holder | $3,579 | $6,249-42.7% | $4,848-26.2% | $10,827-66.9% |