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 | $96,894 | $94,529+2.5% | $140,016-30.8% | $64,186+51.0% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -3.73% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,200 | $3,812-42.3% | $5,606-60.8% | $2,381-7.6% |
| Participant deferral / active EE | $7,902 | $5,250+50.5% | $6,927+14.1% | $3,470+127.7% |
| Admin fee / account holder | $1,429 | $6,741-78.8% | $10,705-86.7% | $4,888-70.8% |