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 | $86,694 | $86,6990% | $73,307+18.3% | $125,391-30.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 74.9%-4.3pp | 83.2%-12.6pp |
| Annual return | -1.73% | 2.78%-4.5pp | 5.67%-7.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,851 | $5,550-12.6% | $4,991-2.8% | $5,352-9.4% |
| Admin fee / account holder | $1,166 | $7,771-85.0% | $5,637-79.3% | $9,540-87.8% |