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 | $53,833 | $95,193-43.4% | $76,523-29.7% | $135,375-60.2% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -5.82% | 4.85%-10.7pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,656 | $3,302-19.6% | $2,647+0.3% | $4,779-44.4% |
| Participant deferral / active EE | $5,699 | $4,639+22.8% | $3,835+48.6% | $5,609+1.6% |
| Admin fee / account holder | $659 | $6,249-89.5% | $4,848-86.4% | $10,827-93.9% |