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 | $75,293 | $105,860-28.9% | $90,749-17.0% | $134,475-44.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -11.60% | -11.01%-0.6pp | -12.16%+0.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,513 | $3,462-56.3% | $2,921-48.2% | $4,740-68.1% |
| Participant deferral / active EE | $6,031 | $5,216+15.6% | $4,564+32.1% | $6,400-5.8% |
| Admin fee / account holder | $4,265 | $13,938-69.4% | $8,445-49.5% | $11,426-62.7% |