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 | $59,589 | $95,193-37.4% | $76,523-22.1% | $135,375-56.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -2.14% | 4.85%-7.0pp | -0.27%-1.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $10,427 | $3,302+215.7% | $2,647+293.9% | $4,779+118.2% |
| Participant deferral / active EE | $1,649 | $4,639-64.5% | $3,835-57.0% | $5,609-70.6% |
| Admin fee / account holder | $5,315 | $6,249-14.9% | $4,848+9.6% | $10,827-50.9% |