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 | $29,886 | $92,222-67.6% | $76,768-61.1% | $135,375-77.9% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -5.48% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,222 | $4,509-28.5% | $3,852-16.4% | $5,609-42.6% |
| Admin fee / account holder | $608 | $10,748-94.3% | $6,675-90.9% | $10,827-94.4% |