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 | $77,640 | $211,958-63.4% | $169,463-54.2% | $135,375-42.6% |
| Participation rate | 91.3% | 82.6%+8.7pp | 77.8%+13.5pp | 82.6%+8.7pp |
| Annual return | -7.57% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $8,009 | $5,120+56.4% | $4,159+92.6% | $4,779+67.6% |
| Participant deferral / active EE | $3,941 | $6,075-35.1% | $5,277-25.3% | $5,609-29.7% |
| Admin fee / account holder | $2,236 | $11,471-80.5% | $9,109-75.4% | $10,827-79.3% |