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 | $86,699 | $211,958-59.1% | $169,463-48.8% | $135,375-36.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -0.30% | 3.26%-3.6pp | 1.83%-2.1pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,451 | $5,120-71.7% | $4,159-65.1% | $4,779-69.6% |
| Participant deferral / active EE | $12,125 | $6,075+99.6% | $5,277+129.8% | $5,609+116.2% |
| Admin fee / account holder | $7,491 | $11,471-34.7% | $9,109-17.8% | $10,827-30.8% |