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 | $47,217 | $97,044-51.3% | $83,333-43.3% | $135,375-65.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -7.15% | 12.31%-19.5pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,596 | $4,143-61.5% | $3,379-52.8% | $4,779-66.6% |
| Participant deferral / active EE | $2,951 | $5,964-50.5% | $5,565-47.0% | $5,609-47.4% |
| Admin fee / account holder | $2,099 | $8,380-75.0% | $7,510-72.1% | $10,827-80.6% |