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 5-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 | $33,438 | $100,754-66.8% | $86,677-61.4% | $134,475-75.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -17.44% | 29.04%-46.5pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,670 | $3,489+5.2% | $2,836+29.4% | $4,740-22.6% |
| Participant deferral / active EE | $3,798 | $5,338-28.8% | $4,656-18.4% | $6,400-40.6% |
| Admin fee / account holder | $443 | $10,926-95.9% | $7,493-94.1% | $11,426-96.1% |