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 8-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 | $84,957 | $92,222-7.9% | $76,768+10.7% | $135,375-37.2% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -7.51% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,060 | $3,216-67.1% | $2,485-57.4% | $4,779-77.8% |
| Participant deferral / active EE | $2,949 | $4,509-34.6% | $3,852-23.4% | $5,609-47.4% |
| Admin fee / account holder | $5,886 | $10,748-45.2% | $6,675-11.8% | $10,827-45.6% |