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 | $51,364 | $107,791-52.3% | $90,645-43.3% | $135,375-62.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -6.70% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,719 | $3,018-43.0% | $2,532-32.1% | $4,779-64.0% |
| Participant deferral / active EE | $3,918 | $3,872+1.2% | $3,425+14.4% | $5,609-30.2% |
| Admin fee / account holder | $1,261 | $5,930-78.7% | $4,994-74.7% | $10,827-88.4% |