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 | $24,400 | $127,386-80.8% | $115,037-78.8% | $125,391-80.5% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,548 | $5,166-70.0% | $4,608-66.4% | $4,866-68.2% |
| Participant deferral / active EE | $3,446 | $6,423-46.4% | $6,026-42.8% | $5,352-35.6% |
| Admin fee / account holder | $1,242 | $9,516-86.9% | $8,175-84.8% | $9,540-87.0% |