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 | $64,446 | $211,958-69.6% | $169,463-62.0% | $135,375-52.4% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -8.92% | 3.26%-12.2pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,771 | $5,120-65.4% | $4,159-57.4% | $4,779-62.9% |
| Participant deferral / active EE | $5,447 | $6,075-10.3% | $5,277+3.2% | $5,609-2.9% |
| Admin fee / account holder | $2,157 | $11,471-81.2% | $9,109-76.3% | $10,827-80.1% |