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 | $40,407 | $95,193-57.6% | $76,523-47.2% | $135,375-70.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -5.04% | 4.85%-9.9pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,081 | $3,302-6.7% | $2,647+16.4% | $4,779-35.5% |
| Participant deferral / active EE | $9,926 | $4,639+114.0% | $3,835+158.8% | $5,609+77.0% |
| Admin fee / account holder | $1,710 | $6,249-72.6% | $4,848-64.7% | $10,827-84.2% |