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 | $45,183 | $91,911-50.8% | $68,793-34.3% | $135,375-66.6% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | -7.28% | -8.22%+0.9pp | -4.63%-2.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,396 | $3,924-38.9% | $2,625-8.7% | $4,779-49.9% |
| Participant deferral / active EE | $3,862 | $4,315-10.5% | $3,311+16.6% | $5,609-31.1% |
| Admin fee / account holder | $416 | $9,240-95.5% | $5,131-91.9% | $10,827-96.2% |