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 | $59,674 | $97,044-38.5% | $83,333-28.4% | $135,375-55.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 77.8%-0.8pp | 82.6%-5.7pp |
| Annual return | -4.58% | 12.31%-16.9pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,675 | $4,143-11.3% | $3,379+8.8% | $4,779-23.1% |
| Participant deferral / active EE | $5,901 | $5,964-1.1% | $5,565+6.0% | $5,609+5.2% |
| Admin fee / account holder | $974 | $8,380-88.4% | $7,510-87.0% | $10,827-91.0% |