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 | $68,544 | $69,010-0.7% | $159,960-57.1% | $68,494+0.1% |
| Participation rate | 71.9% | 65.4%+6.5pp | 78.0%-6.1pp | 67.9%+4.0pp |
| Annual return | -4.09% | -9.65%+5.6pp | 408.60%-412.7pp | -7.84%+3.8pp |
| Employer contribution / active EE | $3,090 | $2,213+39.6% | $4,226-26.9% | $2,596+19.0% |
| Participant deferral / active EE | $4,802 | $4,212+14.0% | $6,182-22.3% | $4,027+19.2% |
| Admin fee / account holder | $4,148 | $4,798-13.5% | $8,698-52.3% | $5,403-23.2% |