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 | $52,812 | $107,791-51.0% | $90,645-41.7% | $135,375-61.0% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.0%-4.0pp | 82.6%-12.6pp |
| Annual return | -7.49% | -0.90%-6.6pp | 1.88%-9.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $206 | $3,018-93.2% | $2,532-91.9% | $4,779-95.7% |
| Participant deferral / active EE | $1,208 | $3,872-68.8% | $3,425-64.7% | $5,609-78.5% |
| Admin fee / account holder | $3,079 | $5,930-48.1% | $4,994-38.3% | $10,827-71.6% |