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 | $78,186 | $147,167-46.9% | $111,392-29.8% | $135,375-42.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 78.9%+4.5pp | 82.6%+0.7pp |
| Annual return | -5.34% | -4.44%-0.9pp | -2.06%-3.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,724 | $5,204-47.6% | $4,328-37.1% | $4,779-43.0% |
| Participant deferral / active EE | $4,513 | $6,565-31.3% | $5,567-18.9% | $5,609-19.5% |
| Admin fee / account holder | $4,685 | $20,270-76.9% | $12,266-61.8% | $10,827-56.7% |