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 | $127,146 | $211,958-40.0% | $169,463-25.0% | $135,375-6.1% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -4.17% | 3.26%-7.4pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,614 | $5,120-29.4% | $4,159-13.1% | $4,779-24.4% |
| Participant deferral / active EE | $5,714 | $6,075-5.9% | $5,277+8.3% | $5,609+1.9% |
| Admin fee / account holder | $53,018 | $11,471+362.2% | $9,109+482.0% | $10,827+389.7% |