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 | $47,633 | $147,167-67.6% | $111,392-57.2% | $135,375-64.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 78.9%+4.5pp | 82.6%+0.7pp |
| Annual return | -5.48% | -4.44%-1.0pp | -2.06%-3.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,557 | $5,204-50.9% | $4,328-40.9% | $4,779-46.5% |
| Participant deferral / active EE | $4,087 | $6,565-37.7% | $5,567-26.6% | $5,609-27.1% |
| Admin fee / account holder | $1,100 | $20,270-94.6% | $12,266-91.0% | $10,827-89.8% |