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 | $71,305 | $97,044-26.5% | $83,333-14.4% | $135,375-47.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -7.11% | 12.31%-19.4pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $510 | $4,143-87.7% | $3,379-84.9% | $4,779-89.3% |
| Participant deferral / active EE | $6,181 | $5,964+3.6% | $5,565+11.1% | $5,609+10.2% |
| Admin fee / account holder | $4,643 | $8,380-44.6% | $7,510-38.2% | $10,827-57.1% |