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 | $66,105 | $69,518-4.9% | $59,878+10.4% | $135,375-51.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -4.65% | 7.94%-12.6pp | 3.46%-8.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,400 | $3,235-56.7% | $2,722-48.6% | $4,779-70.7% |
| Participant deferral / active EE | $4,659 | $4,206+10.8% | $3,402+36.9% | $5,609-16.9% |
| Admin fee / account holder | $1,069 | $5,734-81.4% | $3,590-70.2% | $10,827-90.1% |