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 | $104,948 | $167,307-37.3% | $143,757-27.0% | $134,475-22.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -1.34% | 0.46%-1.8pp | -0.04%-1.3pp | 417.96%-419.3pp |
| Employer contribution / active EE | $3,024 | $5,619-46.2% | $4,951-38.9% | $4,740-36.2% |
| Participant deferral / active EE | $5,692 | $6,446-11.7% | $5,637+1.0% | $6,400-11.1% |
| Admin fee / account holder | $762 | $18,088-95.8% | $14,673-94.8% | $11,426-93.3% |