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 | $66,163 | $91,911-28.0% | $68,793-3.8% | $135,375-51.1% |
| Participation rate | 93.3% | 76.7%+16.6pp | 72.2%+21.1pp | 82.6%+10.7pp |
| Annual return | -8.44% | -8.22%-0.2pp | -4.63%-3.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,235 | $3,924-43.0% | $2,625-14.8% | $4,779-53.2% |
| Participant deferral / active EE | $5,906 | $4,315+36.9% | $3,311+78.4% | $5,609+5.3% |
| Admin fee / account holder | $555 | $9,240-94.0% | $5,131-89.2% | $10,827-94.9% |