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 | $69,877 | $127,100-45.0% | $105,738-33.9% | $135,375-48.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -5.56% | 4.49%-10.1pp | 6.27%-11.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,475 | $4,107-64.1% | $3,268-54.9% | $4,779-69.1% |
| Participant deferral / active EE | $1,844 | $5,064-63.6% | $4,080-54.8% | $5,609-67.1% |
| Admin fee / account holder | $19,236 | $9,087+111.7% | $6,913+178.3% | $10,827+77.7% |