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 | $53,286 | $110,094-51.6% | $151,611-64.9% | $68,494-22.2% |
| Participation rate | 77.1% | 84.0%-6.9pp | 87.5%-10.4pp | 67.9%+9.2pp |
| Annual return | -14.98% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,310 | $4,471-48.3% | $6,166-62.5% | $2,596-11.0% |
| Participant deferral / active EE | $3,817 | $6,527-41.5% | $8,363-54.4% | $4,027-5.2% |
| Admin fee / account holder | $10,960 | $7,719+42.0% | $11,616-5.6% | $5,403+102.9% |